Carefull For Advisors | The financial safety service

9 out of every 10 adult children don’t stay with their parent’s advisor*

There’s $84 trillion in wealth transfer occurring through 2045, with over $75 trillion AUM leaving family advisors’ books.

Last year, older adults are lost an average of $34,000 to fraud, scams and mistakes each year, and advisors often manage the fallout. Offer them Carefull’s world-class protections: a $300/year value, completely free.

Money
Monitoring

Intelligent monitoring will watch credit cards, bank accounts, and investment accounts for suspicious activity, theft, and even everyday mistakes.

Identity
Monitoring

24/7 Dark Web monitoring finds any potential breaches of personal data and helps clients secure them, with the help of real-time human support.

$1M Identity Theft
Insurance

If your identity is stolen, you’re covered for lost funds and legal fees up to $1 million*. Active as soon as you sign up.

Credit
Monitoring

Constant credit monitoring backed by TransUnion reports suspicious activity as soon as it occurs.

Keep at-risk assets within your practice for an additional 5-7 years. Avoid premature consolidation or drain by outside parties.

Year-round engagement

Timely, automated communications deliver clients insights and assurance — always co-branded to remind clients you’re there for them

High impact, low effort

Protections with a Net Promoter Score to rival Amazon, Zoom, and Netflix — and one you can activate in just a few minutes.

$1M of Identity Theft Insurance

Give each client the gift of $1 million of identity theft insurance — if something goes wrong, Carefull’s specialists are always here to help

Provide value and establish relationships with whole families well ahead of a wealth transfer moment.

Trusted Contacts

Carefull users add an average of 2 trusted contacts on Day 1. Build the relationships needed to retain assets through moments of crisis.

Digital Vault

A virtual safety deposit box helps client families securely centralize and share passwords and documents.

Take it from thousands of happy members, advisors, industry experts, and journalists.

Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected.

Jane B.

Carefull Member

Carefull’s alerts give me visibility into potential fraud impacting my clients, and helps alleviate stress for individuals who are responsible for a loved one’s finances as well as their own.

Jessica Searcy Kmetty

President & CEO

Searcy Financial Financial Services