Summit Trail Advisors provides unmatched investment expertise and a holistic approach to our clients' entire financial situation. We select the best resources to help grow our clients’ wealth and continuously seek new ways to protect their financial health. That's why we are recommending EverSafe to help safeguard you and your family from identity theft, fraud and financial abuse.
EverSafe simplifies financial monitoring while guarding against the growing number of financial risks that you face every day. EverSafe's comprehensive coverage includes six levels of protection:
EverSafe is the only service designed to protect the entire family, including kids and aging parents. With features like specialized protection for seniors and a consolidated family dashboard that shows all accounts for all family members all in one place, EverSafe saves time and reduces the stress of financial caregiving.
With EverSafe, you can designate family members or professionals to receive alerts and assist in monitoring financial activity. This means that your trusted advocates can act as an extra set of eyes for your accounts or you can be a trusted advocate for other family members.
EverSafe's customer care team is there for you every step of the way, from enrollment to linking accounts to customizing alerts. Not only that, but if your identity or finances are compromised, EverSafe has got your back with comprehensive fraud resolution and identity restoration support.
Because in today's complex world, your family's financial health could easily be vulnerable.
To understand more about the threats you face, click here.
To understand more about the threats your kids face, click here.
To understand more about the threats facing seniors and aging parents, click here.
