Fraud Risk Increases in Tough Times
As the economy continues to decline and people experience financial hardship, the risk of fraud increases. The CPAs at SantosPostal can review your system of controls and recommend procedures to improve any identified weaknesses. Contact Tony Orsborne, Principal, at 240-499-2050 or via email at AOrsborne@SantosPostal.com.
Financial Check – Up
Just like you go to your doctor for an annual physical exam, and visit your dentist for periodic cleanings, it is imperative that you do not neglect your financial well being and schedule an appointment with Jim LaGrone, Principal, as soon as possible. Jim will assess your financial situation including, but not limited to, your retirement planning, college savings, portfolio allocations and diversification strategy, long term care needs, and any other aspects of your financial health that is critical for you and your family’s survival. Jim can be reached at 240-499-2043 or via email at JLaGrone@SantosPostal.com.
Is your line of credit up for renewal and you're not sure about some of the terms and conditions the bank is requiring? Are you trying to obtain financing for the first time and find yourself unfamiliar with the process? Negotiating bank financing is a specialty. You wouldn’t give yourself a haircut or replace the engine to your car by yourself; you would let an expert help you. Do yourself a favor and call our expert, Bob Greenfest, Principal, before entering any type of financing relationship. Bob will use his 30 years of expertise and guide you through this process. Bob’s direct line is 240-499-2075.