{"id":2895,"date":"2023-04-26T17:31:21","date_gmt":"2023-04-26T17:31:21","guid":{"rendered":"https:\/\/mycatalystcounselor.mysites.io\/?page_id=2895"},"modified":"2023-06-09T22:32:49","modified_gmt":"2023-06-09T22:32:49","slug":"services-2","status":"publish","type":"page","link":"https:\/\/www.mycatalystcounselor.com\/?page_id=2895","title":{"rendered":"Services"},"content":{"rendered":"\t\t
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Our Services<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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A Step-By-Step Roadmap To Success<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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What We Do<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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We use our skills, experience and knowledge to help clients chart financial futures that meet their goals and ambitions.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tFinancial Planning\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tCatalyst works with clients to develop custom strategies that focus on retirement business succession planning and other life goals.\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tInvestment Management\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tBased on individual client goals, risk tolerance and time frames, we manage clients\u2019 investments and communicate regularly on progress toward your goals. We provide ongoing investment advice from longtime professionals.\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRetirement Planning\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tWe 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.\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tEstate Planning\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tWe 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.\n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\n\t\t\t\t\t\t\tRisk Management\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/h3>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t

\n\t\t\t\t\t\tWe help mitigate taxes. Growing wealth and preserving it for our clients is a key focus for Catalyst.<\/span><\/span>\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\tWe 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. \n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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\n\t\t\t\t\t\t\u201cA good coach will make his players see what they can be
rather than what they are.\u201d\t\t\t\t\t<\/div>\n\t\t\t\t\tAra Parseghian<\/span>FOOTBALL PLAYER & COACH<\/span><\/cite>\t\t\t\t<\/div>\n\t\t\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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THE CATALYST DIFFERENCE<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Here to Help Grow and Protect Your Wealth One Relationship at a Time.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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We are Problem Solvers with Honest Solutions\u200b<\/h3>

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\u2019re honest and educate you \u2013 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.\n\nWe give insightful advice that makes sense.<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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We Combine Education, Experience and Expertise<\/h3>

We\u2019re proud to have the Three Es on our side \u2013 education, experience and expertise. Catalyst\u2019s 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. \nOur training, background and skills are a powerful combination.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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We are in Your Family\u2019s Business<\/h3>

As the member of your family focused on finances, protecting wealth by reducing risk is paramount. We\u2019re intentionally a boutique firm offering independent advice. And we don\u2019 t sell\nfinancial products for commission, instead we build custom plans and portfolios tailored to your unique needs, then actively manage your wealth for a lifetime.\nWe fill the role of your family\u2019s CFO.\n<\/p><\/div><\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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We Strive to Make
Our Clients Happy\u200b<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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So, Let's Be Happy Together.\u200b<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t<\/path><\/svg>\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\tLet's Connect<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"\"\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

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 […]<\/p>\n","protected":false},"author":3,"featured_media":2898,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-2895","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/pages\/2895","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=2895"}],"version-history":[{"count":0,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/pages\/2895\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=\/wp\/v2\/media\/2898"}],"wp:attachment":[{"href":"https:\/\/www.mycatalystcounselor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=2895"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}