Wealth Preservation Services
Wealth Preservation
Did you know a study revealed that 90% of U.S. medical bills contain errors, leading to unnecessary spending by both physicians and patients. ​​
You have worked too hard to have your wealth erode or evaporate due to fraud, unscrupulous billing practices, or mistakes with your recurring monthly bills. ​​
Wingman4Seniors can help.
We will assess and analyze your statements, monthly charges and billing history, reporting any suspicious charges or findings. Additionally we can compare your monthly utility and phone bills against those of competitors to identify potential savings.
Wealth Protection for Seniors
The Big 6
When it comes to management of monthly bill vendors, it is critical that one is thorough in their financial auditing.
PHONE
INTERNET
The Consumer Financial Protection Bureau (CFPB) estimates that 1 in 10 credit card statements contain at least one error AND you only have 60 days from the date your credit card statement is issued to dispute a billing error.
69%
Of customers surveyed reported experiencing hidden fees from different phone and internet providers according to CNET.
MEDICAL
TV
ALARM
UTILITIES
A 2019 report by the Consumer Financial Protection Bureau (CFPB) found that 1in 4 mobile phone bills had at least one error.
It has been reported that $28,300,000,000
is lost each year due to elder fraud crime.
Top 5 Scams That Target Seniors
From the National Council of Aging, 12/8/2023
1
Government impersonation scams.
Scammers call pretending to be from the government, i.e., IRS. They may say the person has unpaid taxes and threaten arrest if they do not pay up immediately. This information can then be used to commit identity theft.
​
2
Sweepstakes and lottery scams.
Scammers call an older adult to tell them they have won a lottery or prize. If they want to claim their winnings, the older adult must send money up front. Scammers may impersonate well-known sweepstakes organizations like Publishers Clearing House.
3
Robocalls and phone scams.
Some robocalls may claim that a warranty is expiring on the person's car or electronic device, and payment is needed to renew it. Scammers often spoof the number from which they are calling to make it appear as if the call is from a reputed organization.
4
Computer tech support scams.
A pop-up message usually appears on a computer or phone, telling the user their device is damaged. When they call the support number for help, the scammer may either request remote access to the older person’s computer and/or demand they pay a fee to have it repaired.
5
The grandparent scam.
The caller claims to be an arresting police officer, doctor, or lawyer trying to help the grandchild. They then use high-pressure tactics that play on the emotions of the person they have called to get them to send cash as quickly as possible. There are even reports of scammers showing up at older adults’ homes, posing as a “courier” to pick up the money.
