BIO
Catherine Agada
For every self-employed and small business owner, you have the right to retire with peace of mind while creating a lasting legacy. We give you the tools to "Make Your Money Work Smarter, not Harder". Our Mission is Leave-No-Owner + Family-Behind!
Whether you need a solid life insurance plan, a smart business strategy, or a way to retire tax-free, we provide the flexible financial tools to secure your future.
FOCUS
Income Strategy
Predictable retirement cash flow.
STYLE
Education-first
Clear trade-offs, no pressure.
PROCESS
Structured
A plan you can follow.