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Simplify Your Life


WELCOME

FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

Fiduciary Financial Services

Comprehensive Financial Planning during every stage of life requires skillful financial planning and thoughtful adjustments along the way. I specialize in tax-efficient strategies and in creating solutions tailored to the best interest of each client.

Investment & Advisory Services by Fran McKay, CFP®, AAMS®, CRPC® for all of your financial goals including college, retirement, philanthropy, and legacy using tax-efficient strategies so you keep more of what you earn.

Insurance and Annuities including life and disability insurance, fixed and variable annuities, life insurance retirement plans, and life insurance with long-term care benefits to give clients protection and peace of mind.

Business Solutions offering many products and plan designs tailored to each business owner's unique goals and needs. 


FINANCIAL CONSULTING

Expertise and Experience

Charitable Gift Consultation from basic planning concepts to sophisticated trust or business modeling in order to achieve your philanthropic goals in a tax savvy manner.

Tax and Estate Planning to achieve your retirement and legacy goals while minimizing income, gift, and estate taxes. 

Family Wealth & Protection giving you deep insights and thoughtful answers to put an end to uncertainty; and help lay to rest the issues you have been wrestling with by divulging central lessons and explaining practical actions you can take today.

Comprehensive Financial Planning 

Financial Planning is a lifelong process. Life changes and so should your plan.

  • Family
  • Career
  • Health
  • Wealth
  • Philanthropy
  • Legacy

Keep More of What Your Earn

I offer clients professional tax planning for retirement income, philanthropy, and estate planning allowing them to keep more and gift more of their hard earned assets.

Whether you are gifting in life or through your estate, I can help you find the best philanthropic and wealth transfer strategies for your situation.

My mission is to add value to my clients in multiples of my fee. Tax planning plays a major role in the value I add to clients.


"Live Your Life Like Your Dreams Depend On It"


Financial planning illuminates your path to creating a life you love and leaving a legacy that lasts.

The Way We Communicate

Catalyst Wealth Planning is primarily a virtual practice. This allows me to serve clients nationwide and even expat clients overseas. My clients appreciate the time saved not driving to appointments and the ability to continue working with me no matter where they live.

We will meet twice a year, once in the spring and again in the fall.  Our conversations will be online or by phone when it is most convenient for you.  You can easily access my calendar to schedule an appointment. If you do not see a time that fits your schedule, send me an email and we will find a time that does. 

I am also available when you experience a life transition or when other financial decisions come up. You can leave a voicemail or send me an email anytime with questions or concerns you may have. I will respond as soon as possible, usually on the same or next business day.


Let's Have a Conversation

I specialize in tax-efficient retirement income planning, philanthropy, and estate planning. I provide holistic financial planning and investment management. My clients recognize that the success of their retirement and estate plans are too important to do it themselves. They understand the value of having expert guidance. They appreciate having an advisor looking out for their best interest and working collaboratively with their estate attorney and tax preparer.

I have found that I provide the most value to clients with $750,000 to $10 million in investible assets and $3 to $15 million in net worth. It may sound cliche', but I only work with genuinely nice people with whom I share a mutual respect.

While I would love to help everyone, I have very intentionally limited the number of clients I serve so that each client gets the personalized attention they need.

While every introductory conversation is different, to get started you should expect to cover some general information and to get a sense of what it is like to collaborate with with Fran McKay, CFP®, AAMS®, CRPC® - a Fiduciary and Independent Financial Advisor.

Contact Me





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