Employer: CATALIST CONSULTING Position: Owner / President Time Period: May 2004 - Present Location: Franklin, IN Description: Business Consulting Services & Vendor Relations Management, Cost Reductions, Efficiency Trainging, Leadership Development, Financial Services & Insurance, Technology, Communications / PR
Employer: CATALIST FINANCIAL Position: President / Owner Time Period: May 2004 - Present Location: Greenwood, IN Description: Helping people understand and make WISE, PRUDENT decisions with their MONEY. I help families and people UNDERSTAND how money works and how to make it work for them. I teach them PRINCIPLES of STEWARDSHIP from a BIBLICAL worldview. We help them DESIGN and BUILD a PLAN to achieve their GOALS as INDIVIDUALS.
We work mainly with INDIVIDUALS and SMALL to MEDIUM sized BUSINESS OWNERS to help them with the complex world of FINANCIAL SERVICES. we also partner with other VENDORS who assist in creating a NETWORK of TRUSTED ADVISORS who work together for the BENEFIT of our CLIENTS.
Our main focus is in the area of Wealth Preservation, Wealth Accumulation, and Wealth Transfer. these involve RETIREMENT PLANNING, ESTATE PLANNING, and WEALTH PRESERVATION accounts. We assist people in making sure that they don't run out of money in retirement, and when they pass on, their MONEY passes to their beneficiaries, including Charities TAX FREE.
PRODUCTS WE OFFER:
INDIVIDUAL INSURANCE: Life, HEALTH, Dental, Vision, Critical Illness, Disability, Medicare Supplements, GAP policies, Scheduled Benefit plans RETIREMENT ACCOUNTS: Annuties, Fixed, Indexed, and Immediate. ( WE ABSOLUTELY DO NOT OFFER VARIABLE annuities, we don't believe in their philosophy) We manage SAFETY not RISK. GROUP INSURANCE: Health, Life, Disability (Short & Long Term) Dental, Vision, EAP's, RETIREMENT, WELLNESS PROGRAMS, SELF FUNDED CONSULTING & FULLY INSURED. HRA, HSA, FSA, Section 125 / Cafeteria Plans. We are BROKERS.. so our firm and team can access all available products through our BROKER channels to find the best PRODUCT FIT within and over all plan. We absolutely are not product pushers, our commitment to always putting our clients need first is foremost in our mission and daily practice.
Employer: CATALIST TRAVEL Position: OWNER / TRAVEL AGENT Time Period: April 2007 - Present Location: Franklin, IN Description: We help people who love to travel, travel better and save money. We help BUSINESSES, INDIVIDUALS, and ORGANIZATIONS like CHURCHES make better travel purchases. to book your next travel or price AIR, CAR RENTAL, HOTELS etc... go to www.catalisttravel.com or www.ytbtravel.com/catalisttravel
We also work with NOT FOR PROFITS to help them with FUND RAISING by turning their donor base's FAMILY VACATIONS into DONATIONS for the Not for PROFIT. to find out more go to www.passport2giving.com
If you would like to Start Traveling smarter and learn how you can save even more money by starting a home based business, earn extra money on the side, and write off all your TRAVEL expenses including recreation on your taxes by becoming a TRAVEL AGENT yourself.. go to www.ytb.com/catalisttravel
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