Speak with an owner of the firm (888) 988-6621

There has been an increase in fraudulent and criminal activity.

Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide you through the common threats and scams, helping ensure that you are informed and actively protecting your identity and assets.

This checklist covers:

  • Ways to minimize cyber threats
  • Tips to identify common scams
  • Steps to take if a client suspects unlawful activity