Catherine Montgomery's Friends

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A little about yourself...: I am a full-time single working mother and an Insurance Advisor & Broker living in Morristown. Besides taking a very active role in my daughter's life, sports and activities, I work with individuals and business owners to determine current and future needs, identify gaps in their insurance and financial planning and implement solutions to help my clients achieve their financial goals.

My process includes an analysis of current insurance and financial objectives and, through a broad spectrum of protection and accumulation strategies, I am able to implement solutions which address:

* Business Overhead Expense Protection
* Business Owner Disability Protection
* Buy-Sell Strategies
* Deferred Compensation Funding
* Group Life, Disability and Long-Term Care
* Individual Life, Disability and Long-Term Care
* Annuities
* Estate Analysis & Strategies

I am licensed to sell insurance in New York and New Jersey. Please feel free to connect to my LinkedIn webpage for more information.

At 1:34pm on January 24, 2011, MyWorkButterfly said…: Hi Catherine,
Wishing you all the best for a very HAPPY BIRTHDAY today!
Enjoy your day.
Best,
Bradi and Terry, Co-Founders, Butterfly

At 11:16am on January 24, 2010, Bradi Nathan said…: Hi Catherine,
Wishing you all the best for a very HAPPY BIRTHDAY today!
Enjoy your day.
Best,
Bradi and Terry, Co-Founders, Butterfly

At 2:18pm on November 7, 2009, Bradi Nathan said…: Hi Catherine,
An official welcome to Butterfly!

Please take a moment to join some of the many groups, like SINGLE MOMS, to connect and network with like-minded moms. Feel free to start a MOMS IN FINANCE group of your own.

Enjoy the celebrity videos like our one this month with Laurie Gelman, Co-Host of Toronto's The Mom Show as well as the inspiring interviews.

Please let us know if you'd like to move forward at any time with the proposal. We'd love to help you grow your customer base.
Best,
Bradi

At 12:35pm on November 7, 2009, Kate Motz said…: Hi Catherine! Thanks for reaching out... it's funny that you ask how I balance it with 3 and the truth is, I really don't believe in balance! :) I'm crazy busy, but I like it that way. I'd love to connect with you offline... I have been searching for a financial professional like yourself and would like to meet you and get to know you better and learn about how I can help you grow your business. That's what I do... I own several websites around New Jersey and the sites are resource centers for moms AND a place where local moms connect to local businesses. Let me know if you'd like to chat. I'm home right now and my husband is out with the kids so I have time to talk. 908.654.4822 kate@westfieldmomstown.com. Here are my sites:
www.westfieldmomstown.com
www.cranfordmomstown.com
www.summitmomstown.com