Our Response to COVID-19

As we navigate the uncertainty surrounding the COVID-19 pandemic and its resulting effects on the market and the economy, we are committed to supporting you through this time. Your personal health and your financial well-being are our utmost concern. Like many of you, we are currently working remotely for the next few weeks.  We are fully operational, with no downtime or break in processing.  However, we certainly miss being able to meet with you face-to-face and being in the office on a daily basis.

We continue monitoring a very fluid situation in our world economy and financial markets.  Every day we research and disseminate new facts which we then try to communicate as appropriate to you.  As always, we are monitoring your accounts regularly and have been reaching out if we have recommendations or changes that need to be made.

We are communicating updates in the following ways:

  • Phone reviews / conferences
  • Email communications
  • Virtual meetings
  • Facebook posts
  • Client portal with consolidated account information

Don't hesitate to reach out to us during this time of uncertainty.  We want to be a resource to you.  We also know many people around you are concerned about finances and the economy.  We believe part of our response during this crisis should be to offer professional assistance to any who need a review of their financial situation.  Please feel free to share our information with them.

In the meantime, be safe and well