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Open Enrollment Alert

Fast-Track Your Workplace Benefits

Reserve a dedicated 30-minute strategy call to uncover missed employer benefits and lock in your action plan before enrollment closes.

  • Pinpoint underused employer contributions in minutes.
  • Close protection gaps before the next payroll cycle.
  • Leave with an exact checklist and answers—no fluff.
Claim Your 30-Minute Review

No ongoing commitment—just clear next steps tailored to your benefits package.

Clients reviewing benefit options together
92% of callers uncover at least one missed benefit within the first 15 minutes.
30 min Focused sprint led by an independent financial advisor—no sales pitches.
48 hrs Receive a follow-up action recap so you implement changes before deadlines.
Why this works

A direct response plan for immediate benefit wins

There’s no runaround. We walk line by line through your benefits statement, show you where employer dollars are going unused, and tell you how to capture them right away.

Employer Benefits Breakdown

Arrive with your latest benefits summary. We diagnose mismatches, underused HSAs, and coverage gaps on the spot.

Action-First Strategy

You’ll receive targeted next steps—who to email, what to adjust, and when. Every note is built for immediate execution.

Accountability Follow-Up

Within two business days, you get a recap to confirm changes are in motion before enrollment windows close.

Clients move fast and see results

“Brandon spotted a 5% employer match we weren’t capturing. We changed our elections that afternoon and saved over $3,000 for the year.”— Lauren G., Technology Project Manager
“He cut through confusing plan language and gave us three action items. We executed them before HR’s cutoff and finally feel dialed in.”— Marcus & Avery R., Healthcare Professionals
Book Your Session Before Windows Close
Step-by-step

Here’s what happens during your 30-minute sprint

  1. Submit your booking.

    Choose a slot that fits, answer two intake questions, and attach any benefits docs you want reviewed.

  2. We meet via secure video.

    Brandon screenshares, highlights the biggest opportunities, and outlines the corrections worth making now.

  3. Get an execution checklist.

    Receive a prioritized list of actions, templated emails, and numbers to call so nothing lingers.

  4. Follow-up confirmation.

    Send a quick update and we’ll confirm you captured every dollar before the window closes.

Seats are limited each week. Secure yours now so you’re not scrambling when HR deadlines hit.

Lock In Your Review Time

Prefer to talk first? Call (603) 960-4295 and mention this campaign.

Rapid-fire answers

  • Who leads the call?

    Every session is led by Brandon Pettee, an independent financial advisor focused on employee benefits and protection planning.

  • What should I bring?

    Have your most recent benefits summary, open enrollment packet, and any questions you have about coverage or contributions.

  • Is there a cost?

    No. The 30-minute sprint is complimentary. If you want deeper planning afterward, we’ll discuss optional next steps.

  • Can spouses join?

    Absolutely. Invite anyone involved in the decision so we can finalize changes during the call.