Senior Fraud Risk Assessment
Fraud Risk Assessment
Are you or your loved ones protected from modern financial scams? Take our 2-minute safety audit.
1. How do you handle calls from unknown numbers?
2. Do you use the same password for multiple accounts (Banks, Email, Facebook)?
3. Do you use Two-Factor Authentication (codes sent to your phone) for banking?
4. If you got an urgent email from a "grandchild" or friend asking for money, what would you do?
5. Does a trusted family member or professional review your bank activity monthly?
Your Fraud Protection Score
0
Top 3 Security To-Dos
Did You Know?
Banks will never call you and ask for your full SSN or a one-time login code over the phone. If this happens, hang up and call the number on the back of your card.
Protect Your Wealth and Your Peace of Mind
Our advisors help seniors build "Fraud-Resistant" portfolios and estate plans that keep scammers out and your family in control.
The Logic Behind the Tool
- Risk Vector Weighting: The quiz covers the four primary ways seniors are targeted: Phone/Tech Support scams, Identity Theft (mail/documents), Social Engineering (impersonation), and Digital Hygiene (passwords/2FA).
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The “Safety Score”:
- 85–100 (Fortress): High awareness, robust digital habits.
- 60–84 (Vulnerable): Good intentions but has critical “blind spots” (e.g., uses the same password everywhere).
- Below 60 (High Alert): High risk of immediate financial loss.
- Actionable Remediation: Instead of just a score, the tool generates a “Top 3 Security To-Dos” list based on where the user lost the most points.
- Empathy-First Design: The language is supportive and educational, not shaming, to encourage honest answers.
