WELCOME
FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
Fiduciary Financial Services
Comprehensive Financial Planning for retirees and pre-retirees requires skillful financial planning and thoughtful adjustments over time. I specialize in tax-efficient financial planning and in creating unique solutions for each client.
Investment & Advisory Services by Fran McKay, CFP®, AAMS®, CRPC® for all of your financial goals including college, retirement, philanthropy, and legacy planning.
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 a variety of retirement plan designs and solutions 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 allowing me to serve clients across the United States. Our meetings take place quarterly or twice a year based on client preference and circumstance. Our conversations will generally be online or by phone when it is most convenient for you. You can easily access my calendar online 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 give me a call (all my clients have my cell phone number) 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 provide comprehensive financial planning and investment management. I specialize in tax-efficient retirement income planning, philanthropy, and estate planning. My clients recognize the success of their retirement and estate plans are too important to do it themselves and regularly seek out my expert guidance. They appreciate having a Fiduciary Financial Advisor look out for their best interest and work collaboratively with them, their estate attorney, and tax preparer.
I have found that I provide the most value to clients with $500,000 to $10 million in investible assets and $1 to $15 million in net worth. While I would love to help everyone, I have very intentionally limited the number of clients I serve so each client receives my personalized attention.
To get started, please send me a message about what has brought you here today and how I can serve you. Then we can set up a friendly, confidential conversation by phone or online where I can learn about you and your financial goals, and you can get a sense of what it is like to collaborate with with me.
Fran McKay, CFP®, AAMS®, CRPC®
A Fiduciary and Independent Financial Advisor
Contact Me
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