Providing justice for at-risk victims of financial exploitation through experienced evidence analysis and forensic accounting investigations.

Forensic Accounting for
Elder Financial Exploitations

Providing industry-leading strategies customized to meet your unique investigation needs.

investigation

education

prevention

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Holding Hands between multiple generations

Explore the services that will take your investigations to new heights.

Our customized strategy approach helps you achieve your goals while saving you time and money.

01

Forensic Financial Investigation

Analysis of financial evidence to determine if a crime has been committed.

Review of financial accountings

Analysis of financial documents

Development of financial reports

Creation of exhibits for evidentiary hearings

Expert Witness Testimony

02

Education

Providing in-depth training based on years of industry experience about financial exploitation to improve the lives of others.

Modules to choose from include:

Scams

Identity Theft

Trusted Abusers

03

Personalized Consultation

Get expert guidance from our agency to build your case.

What clients are saying

Contact us to schedule an appointment.

Contact our team to discuss your vision and we will develop a tailored plan.

Is it possible to change my educational event date?

Yes, you may adjust your date up to two times with 45 days prior notice at no additional cost.

What is the policy on cancellations?

If an hour block is purchased the minimum retainer is non-refundable. Other cancellations are dealt with on a case by case basis. We strive to accommodate our clients as best as we can.

How does payment work?

A minimum retainer is due upon signing of contract. After which a monthly invoice is provided and payment is due upon receipt.

How can I manage hour blocks?

Clients receive a monthly invoice including all hours used for accurate record keeping purposes.

Can I receive an proposal for my purchase?

Yes, for assistance with your proposal, kindly contact customer support by calling our main number 262.278.0325.

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Require further clarifications?

Unanswered queries? Let’s discuss.

Get Started Today by reaching out.

A step in the right direction

Extensive experience