Introducing calm into final expense, retirement and estate planning.
Get informative, compassionate advice from someone that has been there too.
Our approach
We believe that asking ourselves about our legacy and organizing things before things happen is a worthy achievement! We all know someone that didn’t have things sorted and it was a mess! Let’s have you honor those near you by forging a responsible path. Tap into our network and begin with a free consult.
Providing you with a safe space to plan
We are licensed professionals that have helped many like you leave a loving legacy.
In-person and remote options
Our office is conveniently located in Chattanooga, TN, but we work with people across the US. Can’t make it into the office? No worries – we’ve got you covered with Zoom and phone.
Our services
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Final expense planning
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Trust implementation
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Policy verification
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Insurance, legal and finance coordination
“After talking to a million folks I didn’t trust, Cath was someone I could relate to immediately. Her integrity and caring helped me find an insurance that I connected with, whose services aligned with my family’s needs. She is organized and helped me check off all the boxes.”
— Anna C., CLIENT
