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.
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.
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.