Tiers of Financial Protection
Includes everything in Tier 1, plus a personalized review of your current financial-security practices. We identify potential weak points and provide a clear list of recommended improvements, such as enabling multifactor authentication, improving password security, adding transaction alerts, strengthening recovery settings, and improving document protection.
A 1–2 hour educational presentation tailored to your needs. We cover common scams, phishing, identity theft, password safety, multifactor authentication, account alerts, and other fraud-prevention strategies. Participants also receive written materials they can keep for future reference.
Includes everything in Tiers 1 and 2, plus hands-on assistance implementing the recommended safeguards. We help put protections in place so you are not left with only a list of recommendations.