Catalina Wealth Management Services

As a holistic financial planning firm, we take into consideration many different facets of your family’s needs, wants and financial objectives, creating a comprehensive financial plan to help you achieve your goals. The following services are some of the things we offer as part of your plan, depending upon your unique situation.

Financial Strategies

Traditional IRA Roth IRA SEP & SIMPLE IRA 529 College Savings Plans 401k Management Defined Benefit Plans Pension Planning Coverdell Savings Small Business Strategies Endowments & Endowment Management Individual and Joint Brokerage Accounts

Income Strategies

Variable Annuities Fixed Indexed Annuities Fixed Annuities Dividend Paying Equities Alternatives to Traditional Fixed Income Vehicles2 Inflation Indexed Income Strategies Long Term Care Income Replacement

Advanced Planning & Tax Planning Strategies

Deferred Sales Trusts Life Insurance Premium Finance 1031 exchanges and DSTs Business Succession Planning Buy/Sell Arrangements Employee Stock Purchase Plans Estate Equalization Qualified Opportunity Zones

401k Plan Management

Plan design & implementation for 401(k), 403(b), Employee Stock Ownership Plans (ESOP), Defined Benefit Plans, and Executive Benefits/Non-Qualified Plans Investment Selection and Monitoring Analysis, Benchmark & modernization Participant Support & Financial Education

Estate & Trust Planning

Corporate Successor Trustee1 Complimentary Trust Reviews1 Irrevocable Trust Management1 Generational Skip Trust Asset Management1 Term Life Insurance Whole Life Insurance Universal Life Insurance Indexed Universal Life Insurance Variable Universal Life Insurance Survivor Benefit Planning Buy/Sell Agreements

Alternatives

Non-Traded Real Estate Investment Trusts1 1031 Tax Deferred Property Exchanges2 Non-Traded Business Development Companies (BDCs)2 Oil and Gas Leases3 Oil and Gas Non-Traded Master Limited Partnerships3

Property & Casualty

Homeowners & Auto Insurance Renters Insurance Home Warranty Commercial Business & Property Insurance Umbrella Policies Key Employee Insurance

Workshops and Education for the Workplace

Taxes in Retirement Workshop, held at the University of Arizona Modern Retirement Income Planning, held at the University of Arizona friendly401k.com annuitiesareconfusing.com

1Trust Services offered through Dunham Trust or Advisors Private Wealth Trust a Trust Representative Office of National Advisors Trust Company, FSB (NATC). Catalina Investments & Trust and National Advisors Trust Company & Dunham Trust are not affiliated.

2Product or Service must meet specific income and/or net worth criteria before investing.

3Must be an accredited investor to invest in this strategy and/or product.Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA and SIPC, A Registered Broker Dealer, Registered Investment Advisor Centaurus Financial, Inc., and Catalina Wealth Management/ CI Legacy are not affiliated. Centaurus Financial and CI Legacy are not affiliated.

For business owners, we offer a whole
host of additional services, including:

  • 401(k) Plan Management
  • Succession Planning

Do not hesitate to contact us to schedule a complimentary meeting to discuss your specific questions:

Catalina Wealth
Management


Local: 520.298.1900
Toll-Free: 866.481.3597
Fax: 520.879.9979

info@advisemenow.com

Do not hesitate to contact us to schedule a complimentary meeting to discuss your specific questions:

Catalina Wealth
Management


Local: 520.298.1900
Toll-Free: 866.481.3597
Fax: 520.879.9979

info@advisemenow.com