Whom Do We Serve

July 22, 2021

By Nick Shea, MBA

I recently learned that blind spots are a real thing. At a routine appointment with my optician, my doctor said some alarming words: “Now I’m going to test you for your blind spot.” Panicking, I said, “I’m not going blind!” She patiently explained to me that everyone has a blind spot where the optic nerve and blood vessels leave the back of the eye. If you’re like me, you probably thought blind spots were just a metaphor for how we miss things in life. It turns out, they’re real.

They’re also real when it comes to investing and financial planning. They can come as a result of many things, such as past experiences, lack of knowledge, and emotions. Since we can’t see our own blind spots, it’s a good idea to have an objective perspective from someone who knows what to look for so you don’t make avoidable mistakes. That’s what Catalyst Investment Management strives to do.

Whom We Serve

We founded Catalyst Investment Management to offer a solution to the lack of personalized financial advice and planning in the financial industry. Our clients are number one, always. And because we care so much about our clients’ lives and well-being, we want to see them succeed.

We make this a reality through secure, comprehensive plans that are tailored to your values, concerns, circumstances, and goals. Whether you need help with retirement planning, investment management, education planning, estate planning, insurance options, tax strategies, or all of the above, our knowledge, expertise, and care allow us to provide clarity and give insight that prevents you from falling prey to unnecessary risk and blind spots. Our goal is to be the catalyst (hence the name) that can take you from worry about retirement to excitement for the future.

Who We Serve

The clients we serve work hard every day to provide for their families and save for the future. While we serve a variety of clients, many of them are looking ahead to retirement and want to not only secure their finances, but also understand their healthcare choices. With the cost of healthcare increasing and inflation going up, the healthcare coverage you have in retirement can make a big difference in how long your money lasts. Our team can educate you and help you understand your options.

We also serve real estate agents and entrepreneurs. Many times, people in these careers don’t have steady, guaranteed income or access to retirement plans. That doesn’t mean they can’t plan for the future, and we can walk them through what retirement planning looks like when you work for yourself.

The Catalyst Difference

Care and relationship. That’s the difference we bring to the table. Our clients know without a shadow of a doubt that they have a strong support system and people who genuinely care about them when they work with us. We are proactive in our services and want to make a difference in people’s lives.

If you are ready to work with someone who is committed to helping you reach your goals and will be there for you every step of the way, we invite you to schedule an introductory call by reaching out to us at (617) 610-0587 or emailing info@cim.financial.

About Nick

Nick Shea is founder and financial advisor at Catalyst Investment Management, an independent firm dedicated to providing personalized financial advice and planning. Over 40 years ago, Nick started reading The Wall Street Journal, building his own portfolios, and developing a passion for the financial world. He turned this interest into a career, working for many years at the former Dean Witter, now Morgan Stanley, and Charles Schwab, where he worked as an investment consultant, branch manager, and product developer. As a learning and development director, Nick created and delivered the branch management leadership program for the entire branch network. He has a bachelor’s degree in political science from Occidental College and an MBA from the University of Notre Dame. Nick specializes in serving entrepreneurs and helping retirees navigate through the complexities of the Medicare system. He is passionate about helping his clients mitigate the risks that can derail their financial goals. He is known for championing his clients’ dreams and striving to help them find the financial peace of mind they long for.

Nick is actively involved in his community, faithfully serving in the Greater Salem Rotary Club, the Knights of Columbus, and on the Windham Economic Development Committee. He is also an elected member of the Windham Zoning Board of Adjustment. When he’s not working or giving back, Nick loves to read, spend time with his family, research his family’s genealogy, and travel, both in the U.S. and abroad. To learn more about Nick, connect with him on LinkedIn.

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