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  • Backer / Robo-advisor for 529 Plans – Build, Manage, and Grow Savings

    Brand:Backer
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    • Backer is a Robo-advisor for your 529 plans helping you manage, monitor, and find low-cost funds for your child’s educational expenses.
    • Get started in 5 minutes and discover the best plans and tax savings.
  • Personal Capital / Wealth Management and Human Advisors

    • Personal Capital Wealth Management is a fee-based investment advisory service with access to human advisors.
    • Get a free analysis of your investments and speak with an advisor.
  • Self Credit Builder Loan / Establish and Improve Your Score

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    • Self Credit Builder Loan is an alternative to a secured credit card and helps to establish or strengthen your credit profile and can improve credit score.
    • Save money each month while building your credit.
    • Get access to a free credit score.
    • Payments are reported to all 3 major credit bureaus.
  • Aspiration Spend & Save Account with a Conscious

    • Aspiration Spend and Save is a cash management service with a socially conscious mission.
    • Deposits won’t fund fossil fuel exploration or production.
    • 55,000 free in-network ATMs.
    • 3-5% cashback on Conscience Coalition purchases.
    • Pay what is fair. You decide.
  • LifeLock Identity Theft Protection

    • LifeLock Identity Theft Protection service includes credit monitoring and protection for your identity, devices, and online privacy.
    • LifeLock offers $1,000,000 identity theft protection benefits for all tiers
    • Monthly subscription service with multiple tiers.

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