Catalyst Financial Strategies
Ronald Lottridge, CFP®
CERTIFIED FINANCIAL PLANNER™ Certificant
"The Spark to Your Financial Future"
11 Years of Experience
- Series 6, 66, 7, 63, 65
- CRD# 4502823
Offers & Pledges
- I provide a free initial consultation:
Much like building a home - the first step is to create the blueprint. Catalyst Financial Strategies starts with understanding you and your goals and then designing a plan to assist you in accomplishing those goals. We're here to provide efficient and effective solutions in financial planning, investment management, personal risk management and wealth protection, and retirement planning. We look forward to starting a conversation with you.
HIGHLIGHTS
| General Information |
| Name of Broker/Dealer: | NFP Securities |
| States Licensed in: | CO, CA, IA |
| Number of Years with Current Firm: | 1 |
| I work with the following types of clients: | Individual Investors , Businesses |
| Services |
| Investment Types: | Commodities , Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Insurance , Annuities , Stocks , Socially Responsible Investments (SRI) |
| Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability , Annuity , Variable Life , Long Term Care , Variable Annuity , Life , Health , Casualty , Property |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
| Compliance |
| Registered Representative: | Yes |
| Investment Advisor Representative: | Yes |
| Compliance Disclosures in Last 5 years: | I have a clean record |
| Criminal Disclosures in Last 5 years: | I have a clean record |
| Compensation & Fees |
| Fee Structure: | I am a fee-based financial professional |
| Minimum Portfolio Size for New Managed Accounts: | 50000 |
| Compensation Methods: | Hourly , Based on Assets , Flat Fee , Commissions |
Articles
Eight tax tips that will save you time and money
When all the holiday dust settles, tax time begins for millions of
Americans. Regardless of when you file, follow these tips to make preparing
your 2010 taxes easier.
more
Why the recession can be a good thing for those in debt
It's been a tough few years for most Americans, facing a constricting
national - and world - economy, job losses, pay cuts and a tough employment
market. It can certainly be difficult to see the good in those
circumstances, but helpful things can come out of these challenging times.
You don't need to be a Pollyanna, but taking a practical look at how the
recession affects your personal finances can show that there are some
positives.
more
Roth IRA Conversion Points to Consider
It seems that nearly every day, some sort of advertisement, article or
promotion regarding the 2010 changes for Roth IRA conversions comes our
way. This is a potentially great option for some individuals. However,
most of what we see looks more like a sales pitch than real financial
advice.
more
Office Hours
 |
Mon. | 8:00 AM - 5:00 PM | |
Tue. | 8:00 AM - 5:00 PM | |
Wed. | 8:00 AM - 5:00 PM | |
Thu. | 8:00 AM - 5:00 PM | |
Fri. | 8:00 AM - 5:00 PM |
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