Retirement Income Planning Specialists

Catton Financial Services, LLC specializes in pre-retirement planning and post retirement investor coaching. Founded in 1975, the firm serves clients throughout the Pacific Northwest from its headquarters in Spokane, WA. Both our retirement planners are licensed pilots who often fly the company aircraft to meet with clients.

Unlike so many firms, we view retirement planning and follow-on coaching as two distinct sides of the same coin, so to speak. For instance, the planning and implementation side consistently reflects our careful attention to investor values, goals, risk tolerance, and financial resources along with traditional asset allocation, diversification and portfolio rebalancing strategies. However, it’s on the flip side of the coin that we feel we are truly unique: Namely, investor follow-on coaching.

Clearly, successful coaching requires a solid trust relationship between the investor and the coach. And that’s where we shine by proactively providing ongoing and personalized one-on-one educational and advisory support. The objective here is to avoid the emotionally charged behavioral mistakes that can devastate the best laid financial plans. We firmly believe retirement planning and investing to be a high stakes emotionally challenging endeavor worthy of a trusted coach - a client-centric professional who provides the investor a more confident sense of direction, partnering, and control in the planning and investing process.