Our Exclusive Community

Our Ideal Clients are comprised of successful individuals and families who value having their entire financial house in perfect order at all times.

Our exclusive community of Ideal Clients will never grow beyond 100 Ideal Clients. Once we reach this number we will not accept any new clients. This allows us to give you the personal attention you deserve.

Our Ideal Clients

Ideal Clients:

> Are able to focus on what’s important to them

> Are passionate about their important goals

> Are focused on their personal and family values

> Are Financial Delegators

> Value our High-Trust relationship

> Enjoy Simplicity, Freedom, and Peace of Mind

> Can handle and expect the truth from their Trusted Financial Advisor


Get in Touch

Are you a financial delegator? Take steps now to accelerate the speed with which you create your Ideal Life.

This site is intended only for clients and interested investors residing in states and countries in which Catalano Financial is qualified to provide investment advisory services.

Catalano Financial is an State registered investment adviser located in The Woodlands, TX. Catalano Financial may only transact business in those states or countries in which it is properly registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Catalano Financial's website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact Catalano Financial at 832-696-0990 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Catalano Financial does not, and will not, effect or attempt to effect transactions in securities, or render personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client will be conducted by a Catalano Financial representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products or services. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company.
Annuities are not FDIC insured.