Catalyst Financial NW is an independent financial advisory firm with over 35 years of experience helping clients achieve their financial dreams. The firm is built on a partnership model, emphasizing client-focused, individualized portfolio management and regular communication through personalized monthly summaries.
Their core services include Retirement Planning, Portfolio Management, and Life/Health/Long-term Care/Disability Insurance, alongside Medicare guidance. They also host educational events like 'Evening with the Experts' and an annual charity golf scramble and banquet. The firm is led by Co-Owners Aaron Muhs and David Rasmussen, with a team including a Client Services Manager and Insurance Specialists.
Annual charity events supporting local organizations
Services
Partnership
A client-focused model where the firm acts as a partner in the client's financial journey, encouraging participation in decision-making and regular communication.
Retirement Planning
A process to create a straightforward retirement plan based on the client's story, providing insights to track progress and make adjustments.
Portfolio Management
Vigilant, individualized management of investment portfolios with personalized monthly summaries to keep clients informed and confident.
Life/Health/Long-term Care/Disability Insurance
Connecting clients' needs to appropriate insurance policies for life, health, long-term care, and disability.
Medicare Opt-In Form
Assistance with Medicare enrollment and opt-in processes.
Credentials & Certifications
Investment Advisor Representative
Licensed in Life, Health, and Medicare Insurance
Licensed in Auto, Home, Life, Health, Disability Insurance
Reviews
Rating
5
★★★★★
Reviews
3
"They do a great job calculating plans to meet your goals."
Frequently Asked Questions
What is Catalyst Financial NW's approach to financial planning? +
They use a partnership model focused on getting to know the client's story, creating a personalized plan, and monitoring progress through regular reviews and personalized monthly summaries.
How long has Catalyst Financial NW been in business? +
5.0
