Financial and retirement planning has become an increasingly important service that we offer to our clients. We help navigate retirement using sophisticated tools and modeling. Additionally, we advise taking advantage of tax laws and regulations that can save clients immeasurable amounts of wealth.
Financial Planning Deliverables
Our financial planning tools allow us to provide clients with comprehensive and robust financial plans that can be updated and revisited on a frequent basis. Some of our most popular reports include: cash flow analysis, scenario analysis, tax planning, balance sheet summary, spending and expense analytics and Monte Carlo simulations.
Create an investment plan to achieve your goals
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.
To start your investment plan, we just need to know a couple things about you:
There are no warranties implied. Catalina Capital Group (“RIA Firm”) is a registered investment adviser located in Torrance, CA. Catalina Capital Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Catalina Capital Group’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Catalina Capital Group’s web site on the Internet should not be construed by any consumer and/or prospective client as Catalina Capital Group’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Catalina Capital Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Catalina Capital Group, please contact the state securities regulators for those states in which Catalina Capital Group maintains a registration filing. A copy of Catalina Capital Group’s current written disclosure statement discussing Catalina Capital Group’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Catalina Capital Group upon written request. Catalina Capital Group does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Catalina Capital Group’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.