Partners and Affiliates
Garrett Dobbs
Tracking down the best health insurance plans so you don’t have to. I specialize in customizable PPO plans for individuals, families, self-employed, and small businesses.
The Insurance Hunter
Kareese Bradley
The (k) Advisor helps individuals and business owners make confident decisions around retirement planning, financial planning, and investments. I specialize in designing and managing retirement plans for businesses while also helping owners and individuals plan for their own financial future. My goal is to make financial planning clear, approachable, and personalized to each client.
The ‘K’ Advisor
Lead Engineer
LegalShield
We depend on this engineer to transform conceptual requirements into robust technical solutions that integrate seamlessly with existing infrastructures.
The Operating System for Whole Life Banking
Policy Stack
Track every policy, every loan, every dollar deployed — in one place.