COVID-19 Update

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COVID-19 Update

As we all adjust to the uncertain and rapidly changing impact of COVID-19, we want you to know that we have shifted all operations to Work From Home (WFH). This shift is made out of an abundance of caution for our clients and our families.

Our Business Continuity Plan has been developed for situations just like this one. We have been working for several years to migrate to secure, cloud-based systems allowing us to operate remotely during snowstorms, hurricanes, emergencies, and whenever our families needed to be close. We are fully operational and have access to everything we need.

We encourage you to take this medical emergency seriously and follow the CDC, and local government guidelines for social distancing. This is a good time to read that book you have been meaning to start, or clean out that closet (you know which one).

We expect the stock markets will continue to be volatile for at least the next several weeks. This is why we strongly encourage everyone to have a Financial Plan, to balance your goals and risk tolerance. If we haven’t helped you develop your plan yet, now is always a good time to start.

Our normal in-office meetings are now taking place virtually via our remote meeting platform.

Thank you for being our client, and know that we are always available to talk, and we continue to work on your behalf.

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