We are a multi-generational, family business
Although Catalyst Solutions Group was founded in 2015, the original firm of Walsh & Hinckley Co. was established back in 1968 and CSG has continued on that legacy for almost 60 years. Comprised of a wide range of specialists in the field of insurance, the CSG team specializes in creative and innovative solutions for a wide range of issues facing our clients.
Our team’s knowledge and experience is leveraged by our selective relationship with M Financial Group, an exclusive network of some of the most reputable insurance and financial services firms in the industry. Our affiliation with M Financial provides our clients with access to shared technological experience from innovative financial minds as well as a pooled buying power on the clients’ behalf.
Our mission is highly defined
We help businesses, families, and individuals enhance, preserve, and transfer their assets. While our products and services may evolve, nothing will change the foundation of our business—providing our clients with creative and innovative solutions at deep levels of due diligence.
What We Do
We specialize in three primary areas:
Estate Planning for High Net Worth Families
We assist with the mitigation of estate, income, and capital gains taxes and help clients pass what they worked so hard to build along to future generations and charities, working in concert with their tax and legal counsel.
Closely Held Family Business and Corporations
In an extremely competitive workforce, we help create cost effective executive benefit plans as well as properly funded business succession plans.
Executive Benefits for Individuals
Group benefits aren’t enough. We work with individuals and families to help ensure they have the right amount of coverage and to develop creative income preservation and tax-efficient investment strategies for a comfortable retirement.