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Text Content

Menu


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   * Our Investment Philosophy
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 * Contact




WE CELEBRATE INDIVIDUALITY



Work with a team that truly understands that financial success is multi-faceted
and different for each individual. We believe in the need to intricately
understand the nuances of your life and requirements in order to deliver highly
personalized service and tailored solutions.

Our Leadership

LET US PLAN YOUR PERSONALIZED JOURNEY, TOGETHER



Take the first step towards financial freedom and fulfillment. At Katapult, we
believe that no matter your current financial position, the way forward starts
with, and can be (k)atapulted by, a solid financial plan.

Get Started

YOU ARE UNIQUE



It’s time for a financial plan that reflects all the elements that are important
to you and that make your life uniquely yours.

Our Approach

WE CELEBRATE INDIVIDUALITY



Work with a team that truly understands that financial success is multi-faceted
and different for each individual. We believe in the need to intricately
understand the nuances of your life and requirements in order to deliver highly
personalized service and tailored solutions.

Our Leadership

LET US PLAN YOUR PERSONALIZED JOURNEY, TOGETHER



Take the first step towards financial freedom and fulfillment. At Katapult, we
believe that no matter your current financial position, the way forward starts
with, and can be (k)atapulted by, a solid financial plan.

Get Started

YOU ARE UNIQUE



It’s time for a financial plan that reflects all the elements that are important
to you and that make your life uniquely yours.

Our Approach

WE CELEBRATE INDIVIDUALITY



Work with a team that truly understands that financial success is multi-faceted
and different for each individual. We believe in the need to intricately
understand the nuances of your life and requirements in order to deliver highly
personalized service and tailored solutions.

Our Leadership





AT KATAPULT WE EXIST TO...



... Improve the lives We believe that financial success is multifaceted and that
its meaning may vary depending what an individual values. We endeavor to assist
our clients to grow and maintain their wealth, to enable them to attain the
things in life which they value most. of our clients and their families,We
consider a client’s overall family context as integral to the financial planning
process, never viewing a client in isolation. We prioritize the wellbeing of not
only our clients but their families too. by partnering with them We like to
engage our clients as partners, involving them as active participants in the
decision-making process, while also educating and empowering them through our
interactions. through life’s ordinary and pivotal moments A financial plan needs
to account for both the mundane, day-to-day happenings, as well as those
exceptional, milestone moments in life. alike, helping them to navigate Although
life can be complex and overwhelming, our goal is to simplify the complexity for
our clients and make the way forward clearer, more manageable and stress free.
the increasing complexities If one’s life doesn’t become more complicated over
time, the world around us certainly will. With a solid financial plan and our
astute guidance, our clients are equipped to manage this increasing complexity
with greater ease and confidence. of their lives and the world we live in, and
ensuring they are equipped for no matter what We understand that life does not
always go according to plan, and that there are inevitably unexpected situations
that arise. A solid financial plan ensures that our clients are prepared to
withstand various possible outcomes in their lives, never being caught
off-guard. lies ahead.

Get Started


NO MATTER WHERE YOU MAY FIND YOURSELF ALONG YOUR FINANCIAL JOURNEY, WE HAVE A
SOLUTION FOR YOU




WEALTH DEVELOPMENT



You would like to begin making finances more of priority and are looking to grow
your portfolio and reach certain key goals.

Learn more


WEALTH PRESERVATION



You have already accumulated significant wealth and would like to turn this into
a stream of income, while maintaining, or still further growing, what you have.

Learn more


FAMILY PROTECTION



You want to make sure that you are equipped to protect yourself and those you
love in the event of the unexpected.

Learn more


ESTATE PLANNING



You want to ensure that your multigenerational planning is simplified, seamless
and tax-efficient, and may also want to plan for future charitable intention.

Learn more


BUSINESS SOLUTIONS



You are a business owner looking for enhanced business solutions that can
benefit both you and your employees.

Learn more


EXTRA BOX



If one’s life doesn’t become more complicated over time, the world around us
certainly will. With a solid financial plan and our astute guidance, our clients
are equipped to manage this increasing complexity with greater ease and
confidence. 

Learn more


HELPFUL CONTENT



Curated articles, videos, and more for a financially savvier you.


STOP WASTING MONEY


One way to find money is to examine your current spending habits and eliminate
money wasters.
Learn More


YOURS, MINE, AND OURS: ESTATE STRATEGIES FOR SECOND MARRIAGE


Second marriages are a trigger event to revisit any existing estate strategies.
Learn More


CAN GROUP, PRIVATE DISABILITY POLICIES WORK TOGETHER?


Loss of income from disability has the potential to cause financial hardship.
Disability insurance can help.
Learn More


HAVE A QUESTION?


Name
Email
Address
Phone
Question
Send
Thank you!
Oops!


CONTACT

Office: (469) 545-1130

5465 Legacy Drive

Suite 650

Plano, TX 75024

info@katapultwealth.com



QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
 * All Videos
 * All Calculators

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