Elder Protection & Financial Safeguard: Resources for Preparedness
As we age, managing finances can become more complex—especially when health changes, trusted contacts are unavailable, or concerns about fraud and financial exploitation arise. At Suncoast Investment Services, we are committed to helping older adults seek to protect their investment accounts and pursue financial independence with confidence. This page brings together valuable resources, educational materials, and practical guidance designed to help elders recognize warning signs, understand their options, and know where to turn for support if they feel vulnerable or unsure.
For more information and assistance regarding Elder Protection, contact our Service Support team at (866) 300-9382, opt 4.
Safeguarding Your Finances As You Near Retirement
Learn practical steps to help maintain your accounts as you transition into retirement, including how to reduce risk, stay organized, and recognize potential warning signs of financial exploitation.
Older Americans - Growing Targets of Financial Fraud
Understand why older adults are increasingly targeted by scams and fraud, and explore ways to spot red flags early and take action to seek to protect your financial well‑being.
Planning Your Parents Finances
Find guidance for families supporting aging parents, including how to have important financial conversations, plan ahead, and help safeguard accounts as needs and circumstances change.