David Disraeli, President of The Personal CFO says that although market, inflation and income taxes are serious hindrances to future lifestyles, there are other risks that are unaddressed. Criminals are becoming more sophisticated every day. Indent y theft is becoming more and more prevalent. In fact, not a day goes by without the media announce that Target or some huge institution like the Department of Defense has be breached and thousands of social security numbers have been stolen.
In addition, most financial planners fail to plan for the possibility that a client may be sued and have their hard earned money going to a perfect.stranger. Fortunately there are a number of easy tools and techniques to make oneself judgment proof or at least judgment resistant.
Identity theft is not only related to financial transactions. A crime could be committed in someone's name without them knowing it until they are arrested. There is also medical fraud where criminals are using someone else's identity to obtain medical care and taint the victims' medical history.
For more information contact David Disraeli at 512-464-1110 or email@example.com
About The Personal CFO, Inc.:
David Disraeli is a subject matter expert in financial and estate planning with an emphasis on seniors. He has been in the financial services business for 29 years. Mr. Disraeli created a novel approach to financial and estate planning called "Muti-generational Estate Planning" which combines the planning for adult children of senior citizens with the senior's estate plan.
The Personal CFO, Inc.,
2101 S. Lakeline Blvd,
Cedar Park - 2826,
Texas, United States,
Phone: (+1) - 5124641110,
The Personal CFO, Inc. is a muti-disciplinary financial planning and estate planning firm located in Austin Texas. The founder, David Disraeli has been in the financial services business for 30 years.