Your Needs Are at the Forefront of Our Work
Our team is dedicated to helping clients get “carefull” with financial security. With digital scams and fraud on the rise, we have decided to take proactive action to protect our clients and their families by offering selected clients access to Carefull, a leading financial protection service built to defend what matters.
24/7 AI account monitoring and alerts for fraud, scams, and everyday money mistakes
$1 million of identity theft insurance supported by white glove assistance to recover lost funds & cover legal costs
Credit monitoring and internet-wide defense of your address, passport, phone, license and other leakage of personal information
A military-grade Vault – your proprietary digital safety deposit box – to secure passwords, organize critical documents, and share them safely
A simple and smart trusted contacts system that allows view-only sharing of need-to-know financial information for safe group coordination
A curated library of content to help you navigate scams, taxes, estate planning, and more
Certified Standards of Service and Security
Carefull is the first financial caregiving service to receive its SOC 2 certification. A SOC 2 Report is designed to provide assurances about the effectiveness of security controls at an organization as it relates to security, service availability, processing integrity, confidentiality, and privacy.
An independent CPA firm performed Carefull’s SOC 2 examination and concluded our report with an unqualified (clean) opinion, with zero exceptions identified.
To request a copy of Carefull’s SOC 2 report, contact care@getcarefull.com
Protect Your Family and Future
Burgdorf offers Carefull as a tool to go beyond financial protection to provide a sense of security for individuals and their families. By implementing advanced monitoring systems and personalized defense mechanisms, we aspire to give clients a shield that not only protects assets but also nurtures legacies that can last for generations to come.