For Advisors Passionate About Protecting Their Client’s Futures

2020 was an important year for, we successfully launched’s toolset and dashboard to the public, bringing more features and capabilities to the market than we ever expected when we were founded in 2019. For 2021, we are excited to work with a much broader audience of financial advisors to help show their clients how to protect their financial future. Specifically in 2021 here are our goals:

  • Quarter 2: Launch more tools to assist our customers in their marketing efforts via the lead generation forms.

  • Quarter 3: Bring white papers and case studies about specific situations and topics our customers are encountering. (With the main goal of helping advisors help their clients protect their financial futures.)

  • The Whole Year: Improve our customer service with dedicated team members, and bringing in additional experts and additional certified financial advisors to work one on one with clients.

Josh Terrell