“The person who I just put through the Caribou system is actually a prospect and has struggled with our fee proposition (1%). Having Caribou may finally be the offering that allows him to be more comfortable with the fee.”

“My new client found Caribou to be one of the greatest value-adds in becoming a Bailard client so far, as it helped him easily navigate the most worrisome problem on his mind: healthcare coverage for himself, wife and teenage child given his recent early retirement.  Caribou made the process transparent and easy to compare options, they even had a few good laughs with their healthcare consultant along the way!”

“Healthcare, and it's associated cost, has become the leading concern among retirees.  As we move from traditional investment advising to holistic financial planning, we've chosen to work with Caribou to alleviate worry about healthcare and know that our clients will be taken care of.”

“Healthcare is an essential component of the financial plan - but, unfortunately, it is often missing. We strive to pursue true holistic life planning, and are taking action by offering healthcare advisory solutions to our clients.”

“We’ve been able to offer healthcare planning in-house by leaning on Caribou’s expertise and streamlined workflow. It’s important for us to be able to help clients with all their financial planning needs and doing so helps a great deal with client retention year after year.”

“My client was very impressed with the analysis and felt confident that the plan Caribou helped him choose was the best choice for him and his family. Caribou's offering is an extremely helpful and unique value-added service that can benefit lots of people.”

“Caribou made it very easy to determine the best options for me. The process was thorough and covered each detail to help me make the best decision for my situation.

“Thank you for providing the analysis. I found it to be very thorough and informative. It really helped me to cut through the vast maze of insurance options to make a choice I was happy with.”

“The Caribou system was easy to use and guided me without being directive. The analysis was concise and straightforward.”

“Caribou listened to my healthcare needs and closely reviewed my information to find a healthcare plan that best fit my needs. I was then easily able to find a plan on the healthcare.gov website.”

“Choosing the right options is critical. Their analysis was phenomenal! Caribou was professional, courteous, and VERY thorough. Highly recommend!”

“This was the second year I have used Caribou. They already had most of my information, so I only had to update a few items. Caribou sent me a recommendation report within two days. This has given me time to assess which plan I will choose."