Complimentary Carefull® Financial Security Monitoring
An Exclusive Benefit for OnePoint BFG Wealth Partners Clients
According to Bankrate, 34% of U.S. adults experienced financial fraud or a scam in the past year—often without realizing it until the impact was already meaningful. Reflecting this broader trend, our 2026 OnePoint client survey revealed heightened concern around identity theft and a growing interest in credit protection solutions—underscoring that safeguarding wealth today extends beyond investment management to proactive risk oversight.
At OnePoint BFG, we believe true wealth management extends beyond investment performance. It means safeguarding the systems, accounts, and personal information that support your financial life.
That’s why we provide Carefull® financial security monitoring at no cost to our clients and their families.
A More Complete Approach to Wealth Protection
Fraud and identity theft have become increasingly sophisticated. Even financially disciplined households can be exposed to risks that are difficult to detect early.
As part of our broader wealth oversight, we sought a solution that:
- Monitors for irregular financial activity before it escalates
- Identifies identity and credit risks across the digital landscape
- Adds a quiet, intelligent layer of protection around your financial life
Carefull helps fulfill that role.
This service typically costs $300 per year. For OnePoint BFG clients, it is fully covered as part of our commitment to proactive stewardship.
What Carefull Includes
24/7 Smart Financial Monitoring
Continuous oversight for suspicious transactions, account anomalies, scams, and unusual patterns—helping flag concerns early.
Internet-Wide Credit & Identity Defense
Monitoring for identity risks across the web, supported by $1 million in identity theft insurance coverage.
Secure Digital Vault
A military-grade encrypted vault designed to safeguard breached passwords and sensitive financial documents.
Protection for the People Who Matter Most
We understand that wealth security often extends beyond a single individual.
Your complimentary Carefull membership may also be extended to family members—helping protect aging parents, adult children, or others who may be more vulnerable to financial exploitation.
Private Access for OnePoint BFG Clients
As a valued client, you have access to Carefull at no cost as part of our broader wealth protection oversight.
To enroll, please reach out to your advisory team directly. We will provide personalized activation instructions and ensure the service is implemented thoughtfully within your broader financial plan.
Vigilance Is Part of Our Fiduciary Responsibility
Investment strategy matters. Tax planning matters. Estate planning matters.
But protecting against the silent risks that can erode wealth without warning matters just as much.
Providing Carefull is one more way we remain attentive—so you can remain focused on what matters most.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). For more information regarding OnePoint BFG including important disclosures, please visit https://adviserinfo.sec.gov/.
The third-party information contained herein is provided for informational and discussion purposes only. OnePoint BFG does not represent this third-party information as its own. While OnePoint BFG has gathered this information from sources deemed to be reliable, OnePoint BFG has not reviewed or verified any information input by your financial professional or that of the third-party source, nor can OnePoint BFG guarantee the completeness or accuracy of this data.
OnePoint BFG does not offer legal or tax advice. This document is not a substitute for the advice of a qualified attorney or tax professional. You should not take any action based solely on the information provided on this report without seeking legal counsel from a licensed attorney or tax professional in your jurisdiction. No attorney-client relationship is formed by your use of this document.
OnePoint BFG often uses Artificial Intelligence (“AI”) in the generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination. This communication has been provided for general informational and discussion purposes only, and should not be considered as investment, legal or tax advice or as a recommendation. OnePoint BFG does not represent any third-party information used as its own. Please contact your legal counsel or tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein.
This communication has been provided for informational purposes only and should not be considered as investment, legal or tax advice or as a recommendation. This material provides general information only. OnePoint BFG does not offer legal or tax advice. Please contact legal counsel or your tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. Circular 230 notice: To ensure compliance with requirements imposed by the IRS, this notice is to inform you that any tax advice included in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of avoiding any federal tax penalty or promoting, marketing, or recommending to another party any transaction or matter.
OP # 26-0116
