
Staying Vigilant Against Diminished Capacity and Financial Exploitation
Elder financial abuse is a growing and underreported issue. In 2023 alone, older adults lost over $1.1 billion to scams, according to the Federal Trade Commission.
Elder financial abuse is a growing and underreported issue. In 2023 alone, older adults lost over $1.1 billion to scams, according to the Federal Trade Commission.
Our FinLife process allows us to get to know our clients on a deeper level, and we always discuss legacy from our very first conversations.
Looking ahead to 2024, we approach the year with cautious optimism. Our commitment to our clients financial well-being remains steadfast, and we are dedicated to helping you achieve your investment goals.