June is Seniors Month

Use of the internet has increased in the lives of older adults in recent years. Whether
it is to keep in touch with loved ones, completing tasks quicker and easier, or just keeping up to date on what's going on around them. But with this comes a higher risk for online scams, such as fraud, abuse and crime. It is important now more than ever, that we keep ourselves and our older friends informed of the signs to watch out for in order to be protected and stay safe.

 


Financial Elder Abuse: Five Common Signs
5 Cyber Scams Targeting Seniors
Do you have a Trusted Contact Person?

 

 

Who We Help

Our team oversees and coordinates the financial well-being for a select group of families and businesses. Some of our clients include:

Families who are overwhelmed by receiving financial advice from a variety of sources within their financial circle, and need professional, personalized guidance for various aspects of their finances from one reliable source
Pre-retirees that need to clarify their retirement lifestyle needs and implement strategies to optimize their savings between now and retirement
Business owners who need help managing their business and personal assets, or are preparing to sell their business
Medical professionals who may need a greater range of wealth management options and can access  enhanced retirement benefits only available to them
Professionals who may require assistance with their personal assets as well as a trusted partner to service shared clients
Executives wanting to enhance the growth of their wealth and coordinate multifaceted financial needs
For a complimentary review of your investment portfolio or overall wealth strategy, call Tony today at 519-252-3690.

 

Advice... Guidance... Partnership