Disability insurance, simplified for you.
We’ve helped thousands of physicians secure private own-occupation disability insurance by providing an education-focused experience, a seamless and attentive purchasing process, and ongoing policy support throughout our clients’ careers.

Michael L. Relvas, CFP®
Catarina R. Green, LUTCF
Cathy began her career in the insurance industry in 2006 and has always had a strong passion for life insurance and the role it can play in a family’s long-term financial security. She shares the firm’s client-first philosophy – prioritizing education, clarity and trust over sales pressure – so it was no surprise when she joined the team in 2020.
Cathy is committed to helping clients fully understand their options for term life and disability insurance, so they can make confident, informed decisions aligned with their personal goals. Her approach is grounded in integrity and thoughtful service, always putting the client’s interest first.
Why Work With Us
Check the background of this investment professional on FINRA’s BrokerCheck.
Experienced
Our experience and knowledge in the disability insurance marketplace should be obvious by reviewing this website. However, we are a resource to our clients and not only assist them with obtaining their disability insurance but also with other financial matters.
Unbiased
We offer individual disability insurance policies issued by multiple insurance companies and aim to help consumers objectively review their options. Our goal is to assist consumers in obtaining the most appropriate coverage for their unique situation.