In today's highly competitive executive marketplace, it is becoming increasingly more difficult to attract and retain top talent.  Salary is no longer the only compensation driver. Employees look at an employer's overall benefits package and it's potential to help address their real concerns of financially protecting their families, in addition to adequately planning for retirement.

    employee benefits


  • Executive Carve-Out Strategies & Bonus Plans
  • Group Health, Life, Disability & Long-Term Care Insurance
  • Review Employee Benefit Plans

The success of your business revolves around you. You drive your business forward. Through business planning, marketing, generating revenue and taking care of necessary business expenses, you are the most important asset to the business.

    Personal planning


  • Life Insurance - Whole Life and Term
  • Disability Income Protection Insurance
  • Long-Term Care Insurance
  • Estate Analysis & Preservation Strategies

Some of the ways I can work with you:

    business planning


  • Business Overhead Expense Protection 
  • Business Owner Disability Insurance
  • Strategies to Fund Buy-Sell Agreements
  • Deferred Compensation Funding
  • Split-Dollar Insurance
  • Key Employee Insurance & Retention Strategies

Catherine Montgomery - life insurance

Insurance Advisor 

Success of any kind rarely just happens - it's created by people who take the time to imagine where they want to go and plan how to get there. Insurance planning is like building a home.

​The most important and least appreciated part of any home is it's foundation.  Depending on how that foundation was built determines how strong your house is and will it sustain itself. Life insurance planning is very similar: We don't want the foundation to be so large or so expensive that it prevents you from achieving your goals. But, at the same time, if your insurance foundation is too small, then any dollars spent may not provide enough for your family and everything you were striving to achieve could collapse in the event of a death or disability