How It Works

4400 North Federal Highway Lighthouse Point, FL 33064

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How it Works

We Serve as Your Trusted Contact

You designate Your Trusted Contact as a trusted contact person on your investment and/or bank accounts. This allows your financial institution to reach us if they believe you may be at risk of financial exploitation.

List Us on Your Accounts

You list Your Trusted Contact with your brokerage firm or financial institution as an authorized trusted contact. This does not give us access to your accounts or your money.

If Your Financial Institution
Contacts Us

Contacting you directly to discuss the situation and offer guidance
Reaching out to other trusted contacts you have listed, such as:
- Family members
- Your attorney
- Your CPA
- Your investment advisor
Contacting appropriate authorities, when necessary, including:
- Local law enforcement
- FBI
- SEC or other regulatory agencies

All actions are taken in accordance with your authorizations and applicable laws.

If You Contact Us Directly

You receive a suspicious phone call
You receive a suspicious email or text message
You receive an unexpected solicitation in the mail
Someone comes to your home asking for money, information, or access

We will listen, answer your questions, and help you think through next steps.

Your Trusted Contact

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