Coming soon

Isitabfd.com

Stopponzibeforeitstarts and NOponziNObfd 

Two unique, trademarked, patent pending solutions to end financial scams before they start.

(No BFD means no breach of fiduciary duty)

Not cute, not slick, just effective tools and safeguards

Help protect your hard-earned, "can't-afford-to-earn-it-all-over-again" money.

Financial institutions and advisers may neglect important details, protections and tend to shy away from customers who ask questions. This applies to any investment or financial transaction: investments, bank deposits, real estate, mortgages, insurance, annuities, mutual funds, loans, the list goes on. Many so-called "consultants" are highly trained in sales and marketing. Being "good" at sales tells you only one thing: the person is good at sales, period.

 Ponzi schemes often bait you with small investments to "earn" your trust then progress to larger amounts.  Tips for steering clear of fraudulent deals and avoiding bad investments are available by email at info@fiduciaryexpert.com

STOPponzibeforeitstarts(TM)
can help to vaccinate you against financial fraud, unsubstantiated claims or misrepresentation.
 

We give you an instant recommendation as easily understood as a traffic light: green to proceed, yellow or red to be cautious or stop and run in the opposite direction.

NOponziNObfd(TM) 

You ask for extra copies of brochures, documents, agreements and contracts.  Send us copies by email or US mail - whatever is easier for you.

We perform an extensive, proprietary analysis and give you a recommendation like a traffic light green to proceed, yellow or red to be cautious or stop avoid the course.

Fiduciary audit.

The highest level of protection. This audit protects you and your beneficiaries and tells you what needs to be done by the adviser before, yes before any money changes hands and after.

Monthly account statement review.

We read, reconcile and review your monthly account statement.

STOPponzibeforeitstarts(TM)

Fees for review, response, for one transaction only.

Regular: 24 Hour response starting at $299

Immediate response available: starting at $499

Seniors (over 62), disabled: starting at $199

NOponziNObfd(TM)

Fee per account. (Family or company plans are available.)

Initial video review and consultation starting at $599, then $399 monthly

Accounts are not permitted to be on this service for more than 24 months, by that time you should know enough to avoid scams and breach of fiduciary duty. Exceptions can be requested by a court order or in writing or email by your attorney or CPA.

Service guarantee.

All accounts receive the direct personal attention of Chris McConnell, AIFA you speak directly to him.  That keeps everything secure and safe.

Services are provided to you under an exclusive confidential license agreement. You agree that all of the information, techniques, processes, sources and methods is the sole and exclusive property of CMA and agree not to disclose at any time, anything except to your attorney or CPA.
Your information and property is secured and protected and is returned to you.

Payment.

Payment is required by credit card, Western Union, PayPal or overnight cashier checks.

For charities.

A limited number of pro bono services are available for non profits serving children, disabled or the environment.  Contact us for if you are interested on how to apply.

To be placed on our list, inquiries or information contact us at info@fiduciaryexpert.com

 Consultations nationwide

Copyright  Chris McConnell & Associates 2007 to 2010.  All rights reserved.