Products & Services

Secure, predictable income is the foundation of a worry-free retirement. At our firm, we prioritize certainty over speculation in income planning, designing strategies that deliver reliable cash flow regardless of market volatility.

At Catalyst Wealth Advisory, as fiduciary advisors, we quarterback your estate plan, bringing essential financial expertise to the table to ensure seamless coordination, tax efficiency, and alignment with your overall wealth strategy for a secure, intentional legacy.

In today's landscape of shifting tax laws and economic pressures, poor strategies can silently erode your wealth, costing retirees tens of thousands over their lifetimes in unnecessary payments and lost opportunities.

Navigating Medicare can be one of the most complex aspects of retirement, but it's essential for protecting your health and financial well-being. At our firm, we specialize in helping clients understand Medicare's intricacies, optimize coverage to fit their needs, and integrate it seamlessly into their overall financial strategy.

Social Security is more than just a monthly check—it's a cornerstone of retirement income that requires strategic timing to maximize benefits and align with your overall financial picture. While many assume the best approach is claiming early (at age 62) for immediate cash flow or delaying until age...

Market Guard ® is a complete series of model portfolios and strategies designed to help empower clients preserve their assets along the way. Market Guard ® dedicates relentless effort to excellence, integrity and innovation. We apply our proprietary investment methodology that utilizes a non...