Services:
Assist with Disposition of Financial Assets
Entails identification of and changing account titles. Also, insurance policy location, identification and disposition to remaining beneficiaries.
Over twenty years of financial services experience helps us to gather and know exactly the necessary information to expedite this process as quickly as possible to put money into your hands. We act as a third party and will not act as custodian. We simply amplify the process for movement of assets as expeditiously as possible.
Financial services companies seem to make these processes as complicated as they possibly can. It can be tedious and you can be left wondering if these are even real accounts or insurance policies that you may be entitled to having. You are put on hold or told to call department after department often speaking to an overseas service person who does not even understand what you are trying to achieve. Our systems rid you of the headaches and we will do whatever it takes to help you get access to your funds.
Assist with Disposition of Physical Assets
Entails identification of items which you no longer wish to own. These can be items inherited through the death of a loved one, for example. We have dealt with this issue countless times where you feel overwhelmed with just what to do with what can be left in or on a property and how best to dispose of it and if so, what is the best possible way to turn the physical assets into financial assets. We will identify the best process whether it be by piece by piece sales or estate sales/auctions or helping to simply find the moving company to assist you we are here for you.
Locate Missing Monies
There is a high degree of probability that you or a loved one who has passed or perhaps not even has passed but has simply just forgotten or not even known that they are missing money that is theirs. It's actually shocking how common this is.
It can be tedious but it is worthwhile to try and find if you can. Examples we've uncovered have been premiums that were paid into life insurance that were forgotten about because you thought you closed it, deposits to utilities and other companies, investments that are long forgotten, even real estate of a dead relative or friend that had been part of a reverse mortgage that ultimately winds up being a large sum of equity that no one has given a thought to or dividends that have accumulated on life insurance policies you thought were closed. We can find it and get the found money to you.
One of our customers claimed to have been investing in silver in Switzerland throughout the 1970s. He was in his 90s and his children laughed about it. He brought us his old statements that had not been received since the late 1970s. The bank no longer existed. We researched the bank. It had been bought by another Swiss bank, which in turn had been bought by another Swiss bank, which in turn had merged with yet another global Swiss bank. We contacted the bank's representatives in Miami. After only a few weeks, we recovered $108,000.00 from UBS.
FEES:
Free Consultation (of course)
Free: If we simply instruct you on a simple process or small amount of recovery.
Disposition and Recovery fees vary in accordance with time spent
