Catalyst Retirement Advisors
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We provide fee-based retirement planning and financial advisory services to help clients successfully save for and transition into retirement. Our mission is to help clients figure out retirement through goals-based planning tailored to their unique needs and circumstances. We take a systematic approach to retirement planning focused on accumulating assets, transitioning to retirement, and distributing assets in retirement. Honesty, integrity, and accountability are core principles that build trust with our clients.
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- 1. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SPIC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an OUR MISSION IS CLEAR: We help people figure out retirement. Catalyst Retirement Advisors OUR PHILOSOPHY IS SIMPLE: Everyone shares in the rewards of success. OUR PROCESS IS DEFINED: Services are structured into organized systems. Catalyst Retirement Advisors provides individuals, professionals, executives and business owners with fee-based retirement planning to help them successfully grow and harvest their wealth. We work in close collaboration prioritize across the full spectrum of retirement goals. that serve people, not products. Our job is to listen, solve problems and phase of retirement. We are passionate about the quality of our work and judge our effectiveness by the strength of our client relationships. Like the people we serve, we are driven to be successful. In our jobs, lives of our clients. We provide value by partnering with our clients in the Honesty, integrity and accountability are the principles that build and sustain these partnerships. Our aim is to educate, not issue directives. Our clients make the decisions. Our role is to provide them with clarity, insight and resources so they can We take a systems approach to retirement planning. Our goals-based planning strategies are not prepackaged products, but rather the result of This means that our guidance is shaped by the unique circumstances of sophisticated solutions. Our systems are organized to help our clients successfully navigate the three distinct phases of retirement: wealth management to accumulate assets, the transition from working to retirement and asset distribution during retirement. Through the structure of our retirement planning process,