Brandon Clarke is the owner and founder of Triad Retire LLC. Brandon has dedicated the majority of the last 15 years to serving his clients’ insurance and financial needs. Triad Retire is committed to helping clients find the most effective means to establish both their living and lasting legacies nationwide.
Brandon designs Guaranteed Income, Growth, and Legacy plans for clients, which often place an emphasis on tax-free income and optimal retirement distributions you cannot outlive. Brandon is a long-time North Carolina resident and graduate of Appalachian State University and has a Master of Business Administration with a finance focus from the University of North Carolina (Greensboro). He loves helping people nationwide.
Brandon has been married to his college sweetheart since 2006 and has a daughter and son. When not diving into personal development work, he enjoys spending the weekends with family—taking adventures from the beach to the mountains, golfing, and supporting the local Triad, NC community.
🔷 Resident License: North Carolina 🔷 Non-Resident Licenses: 38 states total – AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, OH, OK, TN, TX, UT, VA, WA, WI, WV 🔷 E&O Coverage: Active 🔷 Experience: 6–10 years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Indexed Annuities, Retirement Income Planning, Medicare, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
Testimonials
“I’ve known Brandon Clarke for many years and recently contacted him for a life insurance policy. Brandon made the process smooth and effortless. He exhibited a superior level of knowledge in his field. I’m confident in his directions and the choices he helped me make. Thank you Brandon!!”
Tony Chavis
“Great experience. Brandon is easy to speak with and very knowledgeable about retirement planning.”
Alan Williams
“Brandon Clarke is an experienced Advisor that takes pride in serving his clients the way he would service his own family members. He continues to study his craft so that he is always current and up to date with what is happening in the … ”
Leon Elliott
“Brandon is very knowledgeable and responsive. He cares so much for his clients. I trust Brandon with all of my retirement and insurance needs!”
Timothy Herbert
“Brandon Clarke is my husband’s and my agent at GMP. He got us signed up and approved for term life insurance with much ease. Absolutely a breeze working with him. He’s professional, friendly, easy to talk to and funny! Down-to-earth while …”
Leah Boles
“Brandon is an esteemed member of The Institute of Financial Wellness team. He exemplifies our core values and we appreciate his contribution to people looking for retirement help.”
Erik Sussman
“Brandon is so knowledgeable and down to earth. He takes his time to understand what I needed and helped me a lot to get covered. I highly recommend him and the products are amazing for their value”
Thomas Thomas
“We are very pleased with Brandon, he’s been helping us for over 6 years. He’s knowledgeable and we trust him with our insurance and retirement needs.”
Freda Calfee
“Brandon is very knowledgeable on everything he does in insurance. He’ll have you living better in your retirement than you do now. 5 Stars.”
Menkaure
“Triad has helped me understand my retirement and generational future plan.. what is reality versus worrying about it. They are not just a annuity provider as I had thought. Now I truly know where I stand and how to knock a few off my bucket list now.”
Sherry M
“I love working with Brandon. He’s honest and trustworthy. I highly recommend him!”
Carissa Brown
“Very professional and knowledgeable. If you need help with Retirement Planning, Life insurance, Tax Free retirement, Medicare Benefits, College funding, etc… Triad Retire is there for you.”
Joshua Turner
“Brandon is highly versed in financial services. I couldn’t think of anyone more honest to invest my money with.”
Patricia LaBarre
“Great communication. Top of the line products. Very helpful”
Jimmy Boheler
