OTHER ACCOUNTANT INFO
Westborough MA Financial Planner, Catalyst Wealth Advisors offers sound financial planning, investment management, insurance programs and tax planning services.
A well-considered financial plan is more than a list of your assets, hopes and dreams; it's a comprehensive, structured evaluation of your current resources, future plans, tolerance for risk and needs over time. When it’s done right, your financial plan serves as the foundation on which all of your investment, insurance and tax strategies should be built.
At Catalyst Wealth Advisors, we welcome the opportunity to work with you to develop a financial plan that will give you the clarity and confidence you need to navigate the future. Then, as your circumstances change over time, we will update the plan so that it becomes a dynamic template for evaluating your options and setting a future course.
Investment Advisors & Management
Careful management of your investments requires close attention to the markets, to the details of your portfolio and to your evolving needs.
At Catalyst Wealth Advisors, we provide our personal guidance, knowledge and experience to help you manage your financial life. As an independent advisor, we don’t represent the interests of any particular fund, company or financial services provider. Most important, we are proactive partners who work every day to provide you with clear, unbiased advice that's based on the best data available.
A sophisticated insurance program should be part of any comprehensive financial plan. Properly structured, it will enhance financial security while reducing risk. That means more than just having life insurance or disability insurance. It means understanding how insurance fits into your overall wealth management strategy.
Your goals and risk tolerance will help us determine what types and how much insurance you’ll need for a sense of security over time. At Catalyst Wealth Advisors, we consider every aspect of your financial life and often find areas in which insurance can complement your larger portfolio. The range of possibilities varies but, considered carefully, the right insurance program will provide a level of security that no other type of investment can match.
Tax Planning Services
Tax planning is a key part of prudent wealth management. Over time, it can have a significant effect on financial outcomes. And, while investment decisions should never be made solely on the basis of tax considerations, the best approach will always consider tax consequences as part of an overall plan.
At Catalyst Wealth Advisors, we believe that your tax work deserves the same high level of analysis, research and decision making that you would devote to any other aspect of your financial life. That’s why we provide direct, personal consultation on tax matters from a highly experienced team that can evaluate all aspects of your financial situation to achieve the best tax outcome.
About Jim Billman-Golemme
Jim has over 30 years of experience as a financial advisor and practicing CPA. He works closely with individuals, business owners, their families and related retirement plan participants to establish and maintain effective wealth management strategies. He has also served as an ERISA retirement plan fiduciary and taught taxation at the graduate level at Northeastern University.
Jim has had extensive experience in all aspects of the business lifecycle, from formation and capitalization to operations and growth as well as acquisitions and divestitures. As an advisor to many closely-held companies, he has often helped the owners manage financial assets generated by sale of a business.