Financial planning becomes more complex as people age. Studies show that elder abuse is a nationally-growing problem. Not only are many elderly people physically abused, some are taken advantage of financially.
Some unscrupulous sales people "churn" a person's account, buying and selling numerous times, earning commissions while the value of the account drops precipitously. Others put elderly investors into inappropriately risky accounts, promising outstanding returns.
Contact us. We can review investment accounts for you or your loved ones to
help prevent financial abuse.
No comments:
Post a Comment