We help you keep more of what you work so hard for!

We are an advanced planning and design firm serving high net worth individuals, families and business owners.

We're known for delivering superior plan designs to mitigate risk and leverage opportunities.

About Us

Catalyst Advisory Group LLC has a fundamental focus on risk management.

The number one risk to most businesses is the increasing tax burden placed on businesses and their owners.

Avoiding unnecessary taxes can increase cash flow and enhance the ability to grow reserves and create more wealth.

We do this in collaboration with the client’s team of professional advisors including Tax, Estate, and business attorneys, accounting firms, and other trusted advisors to ensure that the client’s planning goals are met.

Every technique recommended is financially modeled and tested so that it will withstand scrutiny by all members of the client’s team.

Some of the common results we deliver are:

  • Decrease in TAXES
  • Reduce business risk exposure
  • Increase capital reserves
  • Economically sound Business Exit Strategy
  • Business succession Plan
  • Increase in Wealth
  • Tax efficient Wealth Transfer Strategy.

Contact Us

Add App Icon to Screen

Add App Icon to Screen

To add our App Icon to your Smartphone for instant access to this site ... follow the directions below: iPhone & iPod- Touch (Before Starting Step 1, Go to the Home Page of this Mobile Site)

Add Icon to Screen - iPhone

  1. Select "Add To Home Screen" and click Save".
  2. Our icon should appear on your home screen.
  3. Click icon to launch app.

 

Android (Before Starting Step 1, Go to the Home Page of this Mobile Site)

Add Icon to Screen - Android

  1. Click on bookmark symbol and select "Add Bookmark". When done, click HOME symbol.
  2. From your home screen tap any blank area until the "Add To Home Screen" menu appears (or select the bookmark widget from your app tray and drag to your screen, selecting the book club website you bookmarked).
  3. Tap on Shortcut until the "Select Shortcut" menu appears.
  4. Tap on Bookmark until your list of bookmarks appear.
  5. Select this site. Our icon should appear on your home screen.

 

Other OS Bookmark this page and follow system instructions for adding icon to your home screen. iPad App
  1. Go to Home Screen
  2. Enlarge screen with fingers to desired view;
  3. Click the Plus button or (icon) and select....