- Criminal DefenseThe FTC works for the consumer to prevent fraudulent, deceptive, and unfair business practices in the marketplace and to provide information to help consumers spot, stop, and avoid them. To file a complaint or to get free information on consumer issues, FTC.gov or call toll-free, 1-877-FTC-HELP (1-877-382-4357); TTY: 1-866-653-4261. The FTC enters Internet, telemarketing, identity theft, and other fraud-related complaints into Consumer Sentinel, a secure, online database available to hundreds of civil and criminal law enforcement agencies in the U.S. and abroad.
- Fraud
- Theft
- Identity TheftIf you believe you've been scammed, file your complaint at FTC's Identity Theft Web site to learn how to minimize your risk of damage from ID theft.
- Money LaunderingSection 326 of the USA PATRIOT ACT requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account or changes an existing account. This federal requirement applies to all new customers and current customers. This information is used to assist the United States government in the fight against the funding of terrorism and money-laundering activities.
- Estate PlanningAs the Chief Financial Advisor, Josh will be responsible for evaluating the marketplace and presenting unbiased recommendations clients can use to achieve their financial needs, goals and objectives. Some of his services include wealth management, retirement, insurance coverage, and investment planning for new investors, partners or successors, cash flow management, asset allocation and ongoing investment management advice, retirement plan design and selection and estate planning.