Catalyst Financial Group

Catalyst Financial Group is a financial planning and wealth management firm whose partners help clients with retirement strategies, investment planning, insurance protection and estate planning. The firm works through a team approach, bringing together specialists in investments, insurance, employee benefits and wealth protection, and it often works with business owners and executives on succession planning and executive compensation.

The firm's process starts with setting goals and then managing risk, since a person's income is usually the most valuable asset to protect. Clients meet with partners at the Tulsa office on South Utica Place, and the firm also has offices in Oklahoma City and Dallas. Securities are offered through MML Investors Services, LLC, and the firm notes that it is not a subsidiary of that company.