2/25/2019 1

21 Resources To Combat Identity Fraud

Tips and Tricks To Outmaneuver Bad Actors AND

Tools To Respond Rapidly When You’re Compromised

262-335-1700 www.ClientFirstTaxAndWealth.com

2/25/2019 22/25/2019 2

Tips and Tricks To Outwit The Nitwits (Tools For Your Toolbox)

• Be Proactive (Daily, Weekly, and Monthly) This Is The New Normal

• Get A Password Manager

• Change your passwords regularly (over 12 characters)

• Use 2-Step Authentication

• Set Up A Google Alert For Your Name

• Make A Credit Card Your Primary Spending Vehicle

• Review Your Accounts & Statements On A Regular Basis

• Mind Your Surroundings and Your Settings

• Order A Free Credit Report Every 4 Months

• Strongly Consider Credit Monitoring Service

• Secure Your SmartDevices, both access and settings

• Secure Your WiFi

• Shred and Delete

262-335-1700 www.ClientFirstTaxAndWealth.com

2/25/2019 32/25/2019 3

Friendly Reminder On Passcodes & Anti-Virus Systems

At least 12 Characters, include numbers, letters, symbols (@#!$%) Update anti-virus, spyware, firewallhttps://tinyurl.com/CF1-best-antivirus

262-335-1700 www.ClientFirstTaxAndWealth.com

2/25/2019 42/25/2019 4

Your Handy Dandy Toolbox Be ProactiveDaily, Weekly, Monthly

Shred It / Delete ItRegular Basis

Get A Password ManagerComparison Link

https://tinyurl.com/CF1-passwords

Re-set Your Passwords/Codes12-14 Characters (a,1,+, etc)

Use 2 Factor AuthenticationGoogle Authenticator for

Android or iOS

Secure Your WiFi, Avoid Free WiFi

Instructions Here https://tinyurl.com/CF1

-secure-wifi

Secure Your Smart Connected Devices

https://tinyurl.com/CF1-smart-devices

Set-Up A Google Alert For Your NameInstructions Here

https://tinyurl.com/CF1-google-alert

Order Your Free Credit Report1 Every 4 Months

https://www.annualcreditreport.com

Consider Credit MonitoringComparison Link

https://tinyurl.com/CF1-credit-monitoring

Secure Your SmartPhonehttps://tinyurl.com/CF1-

smart-phone

262-335-1700 www.ClientFirstTaxAndWealth.com

2/25/2019 52/25/2019 5

Tips and Tricks To Limit The Nitwits (What To Do When It Happens)

Reactive (When It Happens)• Federal Trade Commission Contact Info• Credit Agencies Contact Info• Social Security Contact Info• Local Sherriff Contact Info• Your Bank’s Contact Info• Your Credit Card’s Contact Info• United States Postal Inspection Service• Change Your PINs and Passcodes• Report Robocalls

262-335-1700 www.ClientFirstTaxAndWealth.com

2/25/2019 62/25/2019 6

Your Handy Dandy Contact Sheet

Equifax 1-800-525-6285

www.Equifax.comExperian

1-888-397-3742 www.Experian.com

TransUnion 1-800-680-7289

www.TransUnion.com

FTC 1-877-438-4338

www.IdentityTheft.gov

WI DATCP 1-800-422-7128

https://datcp.wi.gov/

US Treasury Inspector General1-800-366-4484

www.treasury.gov/tigta/

Do Not Call Registry1-888-382-1222

www.donotcall.gov

USPS Inspection Service1-877-876-2455

https://postalinspectors.uspis.gov/

Name _________Phone _________Website ________

Name _________Phone _________Website ________

Name _________Phone _________Website ________

Social Security Inspector General1-800-269-0271

https://oig.ssa.gov/report

262-335-1700 www.ClientFirstTaxAndWealth.com

2/25/2019 72/25/2019 7

When It Happens: Identity Theft Recovery Plan

1. Place a fraud alert with the companies you know fraud occurred

2. Place a fraud alert and get your credit reports

3. Report Identity Theft to the Federal Trade Commission (FTC)

4. File a report with your local police department

Complete Identity Theft Recovery Planhttp://tinyurl.com/CF1-ID-Recovery-Plan

262-335-1700 www.ClientFirstTaxAndWealth.com

2/25/2019 82/25/2019 8

Thanks, How Else Does Client First Help Me?

1 Your Financial Journey Has Multiple Important Elements, Don’t Overlook Anything, You Get One Chance At Retirement

2As An Independent Fiduciary,

We Help You Navigate And Coordinate Your Financial Journey

3Do You Know Your TrueHolistic™ Score?

What Other Financial Areas Could You Use More Assistance? We Have Our TrueHolistic™ Plan To Help

5By The Way, We’re Big On Financial Education

You’re Welcome To Join Us At Our Financial Education Events [FREE] On The 3rd Wednesday of The Month

http://tinyurl.com/CF1-financial-education

262-335-1700 www.ClientFirstTaxAndWealth.com

BEFORE

AFTER

4To Learn More, Schedule Your Initial Consultation [FREE] To

See How The TrueHolistic™ Planning Process and TheAdaptiv Investment Management System™ Can Help You