As the last quarter of 2011 approached I tried to think of how I could do what I like, as well as serve others going forward in my financial practice. I did some research looking for services that could reinforce the trusted advisor relationship that I worked so hard to relate to my clients and build with new ones. With the help of some peer group advisors with whom I am associated, we came up with a three legged approach for 2012. Below are summaries of the three additional services I am working on going forward in my financial practice.
Business owners have no idea of their exposure and liability when it comes to identity theft of their businesses and that of their clients and their employees. It takes the average victim of ID theft over 5000 hours to correct a problem like this. A group of fellow financial advisors in other areas of the country and myself have put together a plan to be used by businesses and individuals in order to protect themselves with confidence that their identity will not be compromised. This process is being used by another advisor in the Chicago area with 100% success in protecting his clients assets and personal records.
I will soon be launching a separate website for American ID Theft Protection LLC at americanidtheftprotection.com. There will be a wealth of information about why you should protect yourself in a preventative mode as opposed to trying to fix things after you have been compromised. Our new phone number is 610-743-8308 and email address is roy@AmericanIDTheft.com.
Secondly, if you have a business with employees and you occasionally need some cash infusion into your business without the headache of going to your bank, I can help your company. We did a small poll of businesses around the country and found that most of them were using their own valuable resources to fund human resource processes and payroll. Now you may say; "Why shouldn't a company fund their own payroll"? Well if you don't have to why should you if you could use those funds to get discounts from suppliers or use the cash for things to improve your company cash flow. I am just beginning this venture and have gotten a great response from business owners to whom I have spoken. There are a basket of invaluable HR services that come along with this as well. If you would like to know more on how the venture can help your company give me a call at 610-695-8748.
As a third leg to my new services stool, I am servicing federal employees with their benefits and working with them to plan their retirement strategy. I have been federally trained and certified by The Talons Group an endorsed provider of federal retirement benefit planning by many of the federal agency organizations. I have been working with postmasters especially since there have been much consternation in that organization. These benefit scenarios can be quite confusing for the faint of heart so if you are a federal employee or know someone who is, you can pass my name along to them and I will be happy to help them. I have more on my website at talonscoach.com.
I am sure that these additional services to my financial practice will be of great benefit to people who want to protect their identity, or fund their business with some fresh cash or to the federal employees who need guidance from the confusion of the federal maze of benefits. I know that 2012 will be a great year for all of us as long as we keep a positive approach to the year ahead.
If you have any questions about Identity Theft and how to preventively help yourself to be protected or any of the topics mentioned above don't hesitate to call me or send me an email.
Have a great and prosperous and healthy new year!
Roy Innella
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