Cybersecurity for Your Financial Plan

Cybercrime is the Newest and Biggest Threat to Your Wealth

Everyday you are reading stories about people who have had their information compromised and used for nefarious purposes. Our team recognizes that this was not something you had to plan for 10 years ago, but it is paramount that you plan for it today.

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The Risks of Bad Cyber Hygiene

Here are a few hypothetical scenarios where a lack of cybersecurity can cost somebody:

  1. Purchasing Your Dream Retirement Home: Cybercriminals lurk in people’s emails and look for wire instructions sent to retirees. They change these wire instructions and trick people into wiring them the money instead of the seller.
  2. Reputational Damage at Work: Executives and business owners have had their clients’ sensitive information accessed when they don’t plan properly. This can affect their professional reputation severely.
  3. Identity Theft: Cybercriminals will attempt to access your personal information to steal your identity, open up new lines of credit, or access your bank accounts.
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We’re Not Cybersecurity Experts, but We Know the Experts

Our advisors have connected our clients to the following solutions to help tighten up their cybersecurity:

LastPass
LifeLock
BlackCloak

LastPass

LastPass is a password manager that helps individuals securely store and manage the many passwords they have for their lives.

LifeLock

LifeLock has been a very useful tool that helps our clients monitor and protect their information from identity theft.

BlackCloak

BlackCloak is a “white-glove” cybersecurity service that helps individuals with higher security needs obtain more comprehensive monitoring of their cyberlife.

BlackCloak: The Solution for High-Net Worth Executives and Families

The higher your net worth, the higher your potential risk. Our advisors have introduced BlackCloak to our HNW families to help mitigate their cybersecurity risk.

Let’s Discuss Your Cybersecurity Needs

Using our virtual family office, you can meet with our advisors from the comfort of your own home while receiving the same level of service you deserve.

The McCabe Difference

 

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We offer tailored experiences for high-net-worth and ultra-high-net-worth individuals.

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We take a collaborative approach with other professionals.

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We embrace traditional and cutting edge technology to match the times and offer you better solutions.

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We prefer a depth of expertise in fewer areas, to being generalists.

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We have over 40 years experience in this industry helping hundreds of clients.

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Schedule A Meeting

Schedule a meeting with our advisors by using our Second Opinion Service, our advisors’ Calendly links, or simply call our office main line.

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Meet With Your Advisor

Meet with your designated advisor virtually or in-person to get to know each other and the rest of your family. Many times, a follow-up meeting will be beneficial so you know the value that will be provided before you become a client of the firm.

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Complete Our Onboarding Process

Assuming you and the advisor see the potential for a long-term relationship, our staff will guide you through our onboarding process to set up accounts with our custodian and join our portfolio monitoring system, Black Diamond. 

Frequently Asked Questions