Before You Move Money: Simple Steps to Protect What Matters is a helpful flyer designed to guide you through five key steps to avoid financial scams and protect yourself or your loved ones. It encourages you to slow down, talk to someone you trust, recognize red flags, and verify information independently before making any financial moves. The flyer also outlines common signs of fraud—like secrecy, pressure to act fast, or requests for additional payments. Download the flyer to learn how to spot suspicious situations and take action if something doesn’t feel right.
Download the printable flyer here.
Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.
This communication is for information and educational purposes only. This is not a recommendation for the sale or investment in any product or strategy or to be perceived as individual advice. Information presented has been prepared from sources believed to be reliable but is not guaranteed and does not represent all available data necessary for making investment or tax decisions. Economic and market forecasts presented herein reflect a series of assumptions and judgments as of the date of this presentation and are subject to change without notice. Forecasts do not consider the specific investment objectives, restrictions, tax and financial situation or other needs of an individual. Actual data will vary and may not be reflected here. Accordingly, these forecasts should be viewed as merely representative of a broad range of possible outcomes. The opinion expressed by this individual is based on facts and circumstances known at this time, is subject to change and does not reflect the opinions of all financial professionals of XML. Financial professionals do not provide specific tax/legal advice and the information presented at this should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.