Elder Fiduciaries

Life & Financial Protective Services for Seniors
WhyServices

For a free consultation

Are yoU A…

senior citizen?

caring family member?

concerned business owner? 

(Serving Belton, MO and nearby communities.)

Life & Financial Protective Services 

Why “PROTECTIVE” SERVICES?

Fraud Against Seniors

According to the FBI’s Common Fraud Schemes webpage, Senior citizens and their families should especially, be aware of fraud schemes for the following reasons:

  • Senior citizens are most likely to have a “nest egg,” to own their home, and/or to have excellent credit—all of which make them attractive to con artists.
  • People who grew up in the 1930s, 1940s, and 1950s were generally raised to be polite and trusting. Con artists exploit these traits, knowing that it is difficult or impossible for these individuals to say “no” or just hang up the telephone.
  • Older Americans are less likely to report a fraud because they don’t know who to report it to, are too ashamed at having been scammed, or don’t know they have been scammed. Elderly victims may not report crimes, for example, because they are concerned that relatives may think the victims no longer have the mental capacity to take care of their own financial affairs.
  • When an elderly victim does report the crime, they often make poor witnesses. Con artists know the effects of age on memory, and they are counting on elderly victims not being able to supply enough detailed information to investigators. In addition, the victims’ realization that they have been swindled may take weeks—or more likely, months—after contact with the fraudster. This extended time frame makes it even more difficult to remember details from the events.
  • Senior citizens are more interested in and susceptible to products promising increased cognitive function, virility, physical conditioning, anti-cancer properties, and so on. In a country where new cures and vaccinations for old diseases have given every American hope for a long and fruitful life, it is not so unbelievable that the con artists’ products can do what they claim.

 

Telemarketing Fraud 

If you are age 60 or older—and especially if you are an older woman living alone—you may be a special target of people who sell bogus products and services by telephone. Telemarketing scams often involve offers of free prizes, low-cost vitamins and health care products, and inexpensive vacation

“PEOPLE PROTECTING PEOPLE!”

WE ASSIST…

SENIOR CITIZENS

CARING FAMILY MEMBERS

CONCERNED BUSINESS OWNERS

 

 DEFINITIONS

What is a Fiduciary?

“A fiduciary is a person or organization that acts on behalf of another person or persons to manage assets. Essentially, a fiduciary owes to that other entity the duties of good faith and trust.” – Investopedia

For the sake of our Protective Services, we define it, this way…  A true fiduciary is one who denies him or her self and focuses on the betterment of another.

An honorable mother sacrifices for her children– for their good.  In turn, an honorable son or daughter sacrifices for their mother– for her good.

This is why we provide Fiduciary PROTECTIVE SERVICES.

It is the RIGHT thing, to do.

ELDER FIDUCIARIES IS NOT A REGISTERED INVESTMENT ADVISORY FIRM AND ITS REPRESENTATIVE AGENTS MAY NOT OFFER INVESTMENT OR FINANCIAL PLANNING ADVICE UNLESS THE CLIENT SIGNS A SEPARATE CONTRACT WITH THAT AGENT’S REGISTERED INVESTMENT ADVISORY FIRM.

From Our Founder

My story…

About fifteen years ago, after my step-father died, my 70 year old mother was left to fend for herself.  As I visited her on a regular basis, she wanted me to go through and filter her mail and emails.  She was very anxious about the legitimacy of many of the communications she received.  It robbed her of her peace and I was glad to assist.  To my amazement, the onslaughts of scammers, spammers and scoundrels were relentless. So, I quickly established counter-measures, to protect her.

Thankfully, my mother had my brother and I for help but, I began to think, “What do seniors do when they don’t have anyone, local, to help.  It was at that point that I decided to become an investment advisor representative for my own Registered Investment Advisory firm (Gratia Financial);  I wanted to be a life & financial fiduciary, providing protective services for seniors.

– Randall Swetnam  (See Bio:   Linkedin ) 

Protective Instincts

What we are about…

Put us on your team!

Services

What We Do For You

Confidential

 

Life & Financial

PROTECTIVE SERVICES

 

Besides providing our list of *PROTECTIVE SERVICES, we customize each client’s needs and do what it takes to guard overall life wellbeing and financial assets.

With a major focus on protecting our client’s interests, we are committed to complete confidentiality and adherence to The HIPAA Security & Privacy Rule Guidelines.

We Protect Your Family Assets

 

For a free Consultation

OUR PROTECTIVE SERVICES* INCLUDE:

A Life & Financial Concierge

Life Coaching

• Moral Support & Friendship

• Wellness & Nutrition

Financial TRACKING & Coaching

Risk Coaching

• Loss Prevention

• Fraud Prevention

• Communications Filtering

• IT Support (security & telemedicine)

Family Reporting & Coaching

Family office team development liaison

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*Protective Services

As Elder Fiduciaries, we provide a life & financial concierge philosophy where we serve to guard our client’s best interests from our list of *Protective Services.

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Visits & Calls

One-hour+ visit(s) are made to client’s home (or care facility) to provide *Protective Services that meet client needs.  Additionally, they receive 30-minute+ phone call(s) on weeks they not visited.

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Financial Tracking

Using secure online tracking software, client financial activities are monitored for irregularities and fraud.  Clients and/or their Powers of Attorney may view the account via remote Cloud access.

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Family Reporting

Monthly, Bi-Monthly, or Weekly Reports are emailed to update family members or a designated party based on actual visits.  Updates from phone calls are by our discretion.

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Family office Team development liaison

Billionaires utilize a Family Office Team of Advisors to maximize their Life & Financial Assets.  We can do that, for you.

As your Team Development Liaison, we help assemble and coordinate your protective Team of Advisors:   Power of Attorney (financial & health), Spiritual Advisor, Tax Advisor, Estate Planning Attorney, Financial Advisor, Insurance Advisor, Bank Advisor, and Real Estate Advisor.

 

Pricing

*Protective Service Plans

Schedule a Meeting


Elder Fiduciaries

 

20819 S Dean Road

Belton, MO 64012

VM: 8163880773

[email protected]

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