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.
Newsletters
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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Insurance to Help Protect Your Business from Lawsuits
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.