What Plentii Offers You.
We take the burden off of you by providing you with a dedicated Plentii Agent to manage your financials.
Bookkeeping & Accounting
Partnering with us is like having a dedicated bookkeeper or CPA on staff, without the expense of a full time salary.
Mortgage Protection
In the event that a tragedy causes you financial pressure, we've got you covered, so you can stay confident in the safety of your home.
Living Benefits
We work to align you with tax-free accelerated benefits, so they're there to access easily when you need them the most.
We Know Dedicated Service Is Plentii-ful
We offer virtual on-demand financial advice, actionable insight, & an array services from our qualified team of dedicated Bookkeepers, Accountants, CPAs, & Financial Advisors.
Dedicated Bookkeeper
Stay in control of your money & steer your business growth by easily accessing your financial statements & expense overviews.
Insurance Coverage
At Plentii, our agents are dedicated to walking you through all policy aspects of so you can make the best decisions.
Financial Support
Our agents work to ensure that you can get the financial support you deserve at exactly the time you need it.
Plentii Makes It Simple!
We help you stay on the pulse of your business by setting up strategies & accounting systems.
How Do I
Get Started?
Contact A Plentii Agent Today & Schedule A Free Consultation To See How You Could Be Saving More.
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Why Thousands Choose Plentii?
By hiring an experienced company like Plentii to meet the demands of your company's finances, you will end up saving both time & money.
Resourceful Content
Dont miss out on our latest news, financial tips & best practices for growing businesses.
Partner Program
Partner with us, share The Plentii Way & earn money by creating real social impact.
On-Demand Access
Get a one month trial for free & a dedicated finance expert happy to answer any questions.
Free Consultation
Contact Plentii at any time to schedule free consultations with one of our financial advisors.
Get Plentii Done Today!
We have over a thousand customers ranging in all sizes & covering many industries. We take care of the most complex financial needs for today’s small business owners, freelancers, entrepreneurs, professional services, non–profits & more.
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Meet Plentii Agents
Our team has helped thousands increase their cash flow, reduce their tax liability & even qualify for the business loans they needed to not just survive, but to thrive.
Mortgage Protection
Timothy loves to help clients create a life insurance plan using our unique suite of products to protect their loved ones from financial ruin. His goal is to help clients understand in a way that will make sense to invest in their insurance protection. Timothy proudly serves individuals, families, & business of all sizes for multiple generations.
Timothy Harris
Co-Owner of Empowerment Wealth Advisors, LLCLiving Benefits
Mr. Derrick Johnson received a Bachelors of Science in Economics & Agricultural Resource Marketing & Economics from the University of Maryland. He started his entrepreneurism in 1989 part-time in the Direct Sales Industry. Occupationally since 1992, he has helped companies & individuals manage their risk & protect their assets.
Derrick Johnson
CEO of Life & Annuity Wealth Systems, LLC (LAWS)Bookkeeeping
Garth Vickers, President/CEO of Vickers Financial Group, Partner/Managing Director of G&V Accountant, & President of Kindah Capital Private Equity Fund. He is a highly sought-after Tax Accountant, Estate, Trust, & Financial Consultant. International Renowned Speaker, Business Builder, Mentor, & Best-selling Author of The Wealthy State of Mind.
Garth Vickers
CEO of Vickers Financial Group