Peace of mind for you and yours.
1
What are you looking for?
You’ll be asked a few questions to help us tailor our suggestions. Every person is different. This is not a “one size fits all!” approach. Nope. We tailor solutions to you. Begin today >
2
Personalized suggestions.
We’ll share who from our team is the best fit for your needs and preferences. If you are working with Cath on insurance, she will help you comparison shop from over 30 insurance carriers.
We help you worry less.
Do you wonder about any of these?
I've worked and amassed some things that are worth something. How can I best pass those things down a generation in a smart way? What can I do to avoid legal and financial pitfalls in retirement?
What will I do with the mortgage and other bills if my husband/wife dies?
Will my kids have enough money to bury/ cremate me and take care of final wishes? Do I need to set some money aside for them if I die?
I will retire eventually. How can I add funds, tax-free, to my monthly retirement income?
I want to send my kids /grandkids to college or possibly start a business. What is a great way to gather tax-free funding that won't be lost if they choose not to go to school?
I'm sick of the market downturns taking my money away. Is there a way I can protect my money safely heading into retirement?
How can I invest in a way to have monthly income that never goes away for the rest of my life?
How can I invest in a way to have years of in-home or care facility care, if I need it, and if I don’t, the money grows for other uses?
3
Pick the right partners.
If it makes sense, a set of products or approaches will be presented. If needed, specialists are brought into help with annuity or trust projects.
"I admit it. I delayed getting help finding coverage for me, my mom and sister. Cath took a lot of that stress out of the equation. To be honest, we laughed a lot together. I was able to get solid, personized recommendations on things that friends had that I knew I wanted for my family, too."
— Robert D., CLIENT
FAQs
Will I get all my questions answered?
Yes. Our initial consults are meant to help you understand and develop a game-plan. If we do not know the answer to something, we will find out and get back to you shortly after the meeting or call together. The goal is to make you comfortable with what is going on and understand how it works.
Do I have to buy something during my consult?
No. There is no obligation to buy. The consult gathers information and helps us to determine positive next steps. Many families decide to move ahead immediately—making progress feels good!
Is this insurance that runs out or gets more expensive every year?
No. Those two sales gimmicks are much of what gives life insurance a bad reputation. Cath works with level whole life policies from A and A+ rated, reputable carriers.
