We help you reduce financial and legal risk, introducing calm into estate and retirement 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.

insurance, peace of mind, family insurance, mortgage protection, life insurance, whole life insurance

Providing you with a safe space to plan

We are licensed professionals that have helped many like you leave a loving legacy.

IUL, retirement planning, insurance, whole life insurance, final expense planning

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

  • final expense planning, insurance, retirement planning

    Trust implementation

  • trust coordination, retirement planning, succession planning, family trust, trusts

    Insurance, legal and financial coordination

  • insurance, sudden loss, planning, financial plan, insurance policy, policy, Chattanooga insurance

    Policy and statement review

  • Chattanooga insurance, Tennessee insurance, Georgia insurance, indexed universal life insurance, IUL

    Retirement planning; Estate distribution

Learn more

“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

Get started with Cath, today.