Sometimes, it's hard to know just how much insurance you need for you, your family or your business. 
I conduct an analysis of what you may have in place currently and  through our discussions determine
where you should be to achieve your objectives.  Through a broad spectrum of protection and accumulation
strategies, we are able to implement solutions to help you get where you want to be. 

  • Clients have a clear understanding of how we will work together.
  • Clients receive individual attention and objective advice.
  • Clients receive sound advice in setting realistic expectations.
  • Clients receive strategies and innovative solutions which are consistent with their goals.
  • Clients have the right to a prompt response should a problem arise.
  • Clients receive detailed illustrations and proposals before final decisions are made.
  • Client communication is frequent before, during and after solutions are implemented.

 

 

 

I implement a consultative approach in working with individuals and business owners to identify the gaps in their life and long-term care insurance and financial planning.

 

Dedicated to working with you to implement solutions for all your insurance needs

 

 

Some of the ways I work with clients:

I feel trust and integrity are essential in making any relationship work. I strive to maintain and
enhance our client relationships through our commitment to act ethically and in compliance with all the laws
and regulations that govern our business. 


I am appointed with different insurance carriers to provide you with the best protection products
for your personal and business needs. 

Catherine Montgomery - life insurance

Insurance Advisor 

 


I partner with other accounting and legal professionals when you may need assistance with estate planning,
business exit strategies, valuation analysis of your business and business succession planning.