One Advisor.
In a world of phone trees, you need Some1.
One conversation.
The right guidance.
Every step of the way.
How Some1 Works: One Conversation Covers the Full Picture
Most advisors make you figure out which kind of help you need before you call. Some1 works the other way around.
Step 1: Talk With Us and Share Your Situation
When you reach out, you connect with a real person. Jay Thurlow is your single point of contact, whether your question involves group benefits, life insurance, retirement planning, or something you haven’t quite been able to define yet.
We ask the right questions, listen carefully, and take the time to understand where things stand before recommending what comes next.
Step 2: Build a Plan That Fits You
Once we understand your situation, we create a clear path forward. That might include a coverage recommendation, a financial planning strategy, a bookkeeping arrangement, or a combination of services.
Step 3: Put the Plan Into Action
We help bring the plan to life by coordinating across our own entities—The Insurance Shop, Kinetic Pathways, and Mind Palace—and, when needed, connecting you with trusted outside professionals such as CPAs, attorneys, or estate planners.
One Office. Three Areas of Focus. One Relationship.
Whether you came for insurance, financial planning, or bookkeeping support — you'll find all of it here, coordinated through one trusted advisor.
Group Benefits
Insurance Services
From life insurance and disability to group benefits and corporate coverage — we find the right fit from across the market, not just one carrier.
Financial Planning & Asset Management
Managed money, IRA rollovers, and financial planning — coordinated with your insurance picture, not managed in a separate relationship.
Business Bookkeeping & Support
The strategic and visionary foundation of Some1 — bookkeeping and business support that works alongside your insurance and financial plan, not separately from it.
Why Small Business Owners Across Atlanta Turn to Some1
Most people arrive not knowing exactly what they need. They know something is not working — the benefits package costs too much, they have never had a disability conversation, the retirement plan has not been reviewed in years. They do not need a sales pitch. They need someone to help them sort it out.
Based in Atlanta and serving clients across Georgia and beyond through a virtual-first model, Some1 Family Office approaches every new relationship the same way: ask first, recommend second. Jay Thurlow holds credentials across both insurance and financial planning, which means your protection questions and your investment questions can be answered in the same conversation, by the same person, without a hand-off.
That philosophy extends to availability. Jay meets clients after hours and on weekends by appointment — in person over coffee or virtually by video. Because a business does not stop running at 5 p.m., and your advisor should not be unreachable when it matters.
Who We Work With
If you don't have an HR department we fill that gap.
Group Benefits
Trades & Construction
Electricians, HVAC, plumbers
Medical & Dental
Private Practices
Practices, chiropractors, optometrists
Professional Firms
Small practices & partnerships
Small Business Owners
2 to 50+ employees
Ready to have one conversation that covers all of it?
What People Ask Before They Reach Out
What exactly does Some1 Family Office do?
Some1 is a consultative advisory model. We start by understanding your situation — insurance gaps, benefits obligations, financial picture — and then connect you with the right service or provider. That may be one of our own entities or a trusted outside partner. The goal is one relationship that covers the full range, rather than three separate firms that do not coordinate with each other.
Where can I find one advisor for insurance and financial planning in Atlanta?
Some1 Family Office serves the Atlanta metro area and surrounding markets, including Sandy Springs, Norcross, Peachtree Corners, and Lawrenceville. Jay Thurlow is licensed across both insurance and financial planning, which means your coverage questions and your financial planning questions can be addressed in the same conversation.
Do I need to know what I need before I call?
Request Your Quote TodayNot at all. Most clients come in without a clear picture — just a sense that something is missing or something is not working. The 24-minute intake conversation is designed to get oriented together, not to close a deal. We ask the questions. You bring the shoe box.
Is Some1 available outside of regular business hours?
Yes. Jay is available after hours and on weekends by appointment, including early morning and Sunday calls. Virtual meetings are available by video conference. In-person coffee meetings are available throughout the Atlanta metro area.
Who does Some1 typically work with?
Talk to Dee DirectlyOur primary clients are small business owners — typically companies with 5 to 30 or more employees making benefits decisions for a group — along with independent medical, dental, and specialty practices, trades and construction companies, law firms, and pre-retirees planning for Medicare and retirement income. We also work with individuals and families seeking coordinated coverage and financial planning.
How is Some1 different from a traditional insurance agency or financial planning firm?
A traditional insurance agency sells products. A traditional financial planning firm manages assets. Some1 does neither exclusively — we advise first, then route to the right service. Because we hold capabilities across insurance, benefits, and financial planning under one roof, we can see your full picture in a way that a single-vertical firm cannot, and we can coordinate across all three.
One Conversation Is How Every Client Relationship Starts
Reach out. We will ask questions, understand where things stand, and tell you honestly what we think you need — including whether the answer leads to one of our services or somewhere else entirely. This is an advisory conversation, not a sales call, and it follows your timeline. Schedule a 24-minute intake at a time that works for you.
