About Us
We appreciate your interest in our firm.
Catalyst Solutions Group is a family-owned, multi-generational insurance company. So by starting with our name, you will learn a great deal about our company and our mission.
Catalyst: A catalyst is a person or thing that precipitates an event or change. We do that for our clients by listening and understanding their priorities that pertain to family and estate planning, the transfer of wealth and executive/business succession planning.
For 60 years, we have assisted high-net-worth individuals and the owners of closely held companies by solving problems pertaining to estate planning, business planning, succession planning and retention of top talent.
Many of our individual clients need assurance they can successfully pass on their wealth or their businesses to the next generation. Our corporate clients are concerned about issues like succession planning, as well as being able to hold onto their top people. We take a completely objective approach to each strategy – not favoring one approach over another but rather testing every idea to make sure it brings our clients maximum value.
At Catalyst Solutions Group, we know there are many advantageous tools that can be used to achieve a client’s objective. We make it our business to understand them and to keep up to date on changes in the laws and in the financial world, so each client gets the strategy that works best not only for their goals but for the time in which they decide to tackle the issue.
We encourage you to contact us so we can review your current plan and help you get on top of planning for your future. Reach out to us here or call (313) 296-1600.