Our Services
A Step-By-Step Roadmap To Success
What We Do
We use our skills, experience and knowledge to help clients chart financial futures that meet their goals and ambitions.
Financial Planning
Catalyst works with clients to develop custom strategies that focus on retirement business succession planning and other life goals.
Investment Management
Based on individual client goals, risk tolerance and time frames, we manage clients’ investments and communicate regularly on progress toward your goals. We provide ongoing investment advice from longtime professionals.
Retirement Planning
We help you prepare today for your future life so you can meet your goals and dreams independently. We set your retirement goals, estimate the amount of money you will need and invest to grow your retirement savings.
Estate Planning
We make plans for transferring your assets to your family members or organizations you hold dear to protect your estate beyond your lifetime. You work hard for your money and we work equally hard to protect it.
Risk Management
We help mitigate taxes. Growing wealth and preserving it for our clients is a key focus for Catalyst.
401k Planning
We do planning and administration for a variety of 401k plan types including: employee retirement, small business, not-for-profit organization and defined benefit regarding integrated pension plans.
THE CATALYST DIFFERENCE
Here to Help Grow and Protect Your Wealth One Relationship at a Time.
We are Problem Solvers with Honest Solutions
Many of our clients chose our firm after requesting we review their portfolios and offer solutions for greater growth or protection of their assets. We’re honest and educate you – providing insight to hidden costs, how investments are structured, tax implications and the cost of risk. We outline additional possibilities and knowledgeably walk you through your options. We give insightful advice that makes sense.
We Combine Education, Experience and Expertise
We’re proud to have the Three Es on our side – education, experience and expertise. Catalyst’s Founder David Ferneding has an MBA from Southern Methodist University (SMU), and taught finance-related courses at a local college for almost a decade. He has more than 30 years of experience in the financial advisory industry through many market cycles. And, he has the tools that have made him an advisor clients turn to when life presents challenges. Our training, background and skills are a powerful combination.
We are in Your Family’s Business
As the member of your family focused on finances, protecting wealth by reducing risk is paramount. We’re intentionally a boutique firm offering independent advice. And we don’ t sell financial products for commission, instead we build custom plans and portfolios tailored to your unique needs, then actively manage your wealth for a lifetime. We fill the role of your family’s CFO.
