Get help with what worries you.
Trust implementation, retirement and estate planning, insurance.
Trust implementation
Many trusts are missing a key element. We have the most cost-effective, easy-to-use program in the country that assures this element is current, complete and correct. It is the only one that gives you 100% control to revise any time, any where. Not only that, but this program involves all elements of estate planning, right down to your beloved grandfather clock and baseball cards! Cath is in the background, helping you as a team of experts implement trusts. Your team guides you through the process easily and quickly to eliminate unnecessary squabbles and misunderstandings. All legal work is done by a team of licensed lawyers with estate expertise. Learn how to work with this team of experts today.
Insurance, legal and finance coordination
Cath has coordinated groups in one form or another for decades. As part of her work, she is the coordinating and implementing arm for financial professionals (annuities), lawyers (trusts) and insurers (final, home and accidental coverage) to make sure it is all “singing from the same sheet of music!” Make sure you have covered all the bases today!
Policy and statement review
Using a second set of eyes with a review is like a second surgical opinion—it can’t hurt. 95% of current investment and insurance coverage isn’t what people thought it was or has info on it that is outdated. Oh dear! That leaves people in a bind at the worst time in life—when we need help the most. Cath walked away from an insurer that did this and found a better, ethical approach. Now she works with a team of brand-agnostic professionals to help people see what they may be missing from a range of over 300 different products and services. Book a time today to look at your paperwork together with Cath to sort out what it means and what it delivers. Let’s help reduce confusion, increase confidence that all angles were investigated, and help you do well.
Retirement and estate planning
Learn about the many ways you can reach and exceed your retirement goals—and also reduce, or even eliminate, financial risk and taxes. Cath and her team work with folks tacking surviving spouse financial questions, end of life care scenarios (she even has solutions that don’t include long term care!), concern about outliving assets, and tax mitigation strategies for intergenerational wealth.
In addition, for young families and young entrepreneurs, we have a unique way to save for education or starting a business, tax free, then have a nest egg that continues growing throughout adulthood—how cool is that? Contact us today to learn more. Our team can’t wait to help you!
Mortgage Protection
If a key earner is out of the picture suddenly, the bills keep coming. Mortgage protection plans ensure that you keep your home—even in the face of unexpected tragedy. Every week, Cath works with families that want the best for their kids, spouses and close friends. With proper insurance, a mom doesn’t have to grieve in one week, then turn around the following week and figure out how to pay for everything. Insurance provides time and space to figure things out as you grieve.
We can relate. We all pretend those kinds of things don’t happen. Let’s plan for the worst and hope for the best.
Final expense planning
We say that we have it covered, but do we? When we go, what happens? Many of us have seen someone on Facebook or in the neighborhood that didn’t have proper coverage when they unexpectedly passed—leaving people wishing they had coverage in place. Stop wondering and worrying and get peace of mind.
Cath and her team walks you though what the common costs are. Get an appointment today as Cath works with over 30 insurers to help you comparison shop and find the best match for your family.
“I underestimated how hard it would be to figure out what I wanted. With Cath’s help, I was able to focus and quickly implement much of what I’d delayed for months.”
— Pamela S., CLIENT
