Financial Guardians, LLC

The Annual Report to Board of Directors engages Financial Guardians to draft a document to your Board of Directors as required by the FTC Safeguards Rules. This will include an in-depth collection of details and phone calls.  The deliverable will be a letter to your board outlining the current status of your security plan, including areas exceeding expectations as well as areas of deficiency.

This offering includes:

• Initial phone call
• Homework to be completed after the first call
• Second phone call for clarification and realignment
• Additional actions to be completed after the second call
• Delivery of one document:
  • Report to Board of Directors