Broker Check


May 01, 2020

Greetings everyone!!! As another week unfolds as the country and global community deals with Covid-19, we continue to hope all of you are safe and sound. We like many of you out there are so appreciative of those folks on the front lines particularly the medical personnel, law enforcement, public servants, and those working at essential places like grocery stores and other places that provide essential items.

We want to continue to emphasize that we have a skeleton crew in our office with the majority of our team working remotely. We are committed to continue to serve and provide value in our core areas of serving in comprehensive financial planning and wealth management. We are making sure folks continue to receive income, distributions, and process items while still doing the retirement income planning, investment management, estate planning, cash flow and debt management, insurance planning, and other aspects of your life.

We have been conducting a lot of phone calls and virtual meetings using GoTo Meeting. We have been using GoTo Meeting for several years. We had looked into using Zoom because it is easier to use but were concerned with some of the security issues particularly since we may be discussing sensitive financial issues. We are looking at improving our webinar software and will be announcing some upcoming townhall meetings and some fun events.

Last year, we made a commitment to introduce the use of video into our practice. Like many of you, we ourselves as consumers use video as well as written material to get information. We are working to create more video content so be on the lookout. One of our first videos that we have created was about Our Purpose. Please click on the link to view. We hope you enjoy!!!!