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.
Catalina Wealth Management Services
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
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
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
Homeowners & Auto Insurance — Renters Insurance — Home Warranty — Commercial Business & Property Insurance — Umbrella Policies — Key Employee Insurance
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