Inside our benefits playbook
Every campaign session is engineered for speed. Brandon Pettee brings a decade of workplace benefits and insurance expertise to each call, translating complicated plan language into immediate actions you can execute today.
- Independent advice focused on employer benefits, retirement accounts, and protection planning.
- Clear, confident communication—no jargon, no zigzag conversations.
- Follow-through that keeps your elections aligned with your goals.
Meet Brandon Pettee
Brandon launched BWP Financial Plans to help employees stop leaving employer dollars on the table. He combines streamlined discovery with tactical recommendations that you can implement the same day.
“When you know exactly what levers to pull, you can capture thousands in value without changing employers. My job is to give you those levers—fast.”
Credentials & Focus Areas
Licensed financial professional serving clients nationwide with a focus on employer-sponsored plans, survivor benefits, and cash-flow protection.
What sets us apart
We cut through enrollment overwhelm by diagnosing the top three actions that create the biggest ROI. No retainer required.
Client experience
Expect a professional, time-bound call. We respect your schedule, arrive with a plan, and send written action items to keep you moving.
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Pre-call preparation.
We review your intake details so the first minute of the call goes straight to opportunities.
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Live breakdown.
We annotate your benefits statement together and highlight the dollars at stake.
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Immediate follow-up.
You receive a recap email with your checklist, scripts, and implementation deadlines.