04/13/2026
🚨 We just helped save a client $130,000 — and it had nothing to do with market returns.
One of our longtime clients — In their 80s — recently asked us to transfer funds to an unfamiliar bank account. Something felt off. It wasn't like her.
So we paused. We asked questions. And with the help of their family, we uncovered what was really happening: a sophisticated elder fraud scheme, complete with a fake "attorney" who had been pressuring her to keep everything secret.
Because we know her — her habits, her history, her voice on the phone — we caught it in time.
$130,000 stayed right where it belonged.
This is what relationship-based financial advising actually looks like. Not a 1-800 number. Not a chatbot. A real person who notices when something doesn't add up.
Elder financial fraud is one of the fastest-growing crimes in America. If you or a loved one works with a large institution where nobody knows your name, let's talk.
We'd love to be the second set of eyes that makes all the difference. 💙
📞 417-886-1929
🌐 www.infocusfinancial.net
