In light of the coronavirus (COVID-19), we understand the concern and uncertainty you may be experiencing. As your entrusted financial professionals, we value not only the financial health of our clients and their families, but also their overall well-being.

Effective immediately until further notice, all in-office or face-to-face appointments will be carried out via phone or video conferencing.

If you already have an appointment scheduled with us, we’ll be reaching out to re-confirm two things:

  1. The date and time
  2. The method of communication with instructions to follow

If you haven’t set an appointment with us, now is the time to re-evaluate your strategy and portfolio more than ever. Call us to schedule yours today.

In times like this, you can count on us to provide guidance, resources and advice for the betterment of your future. If you have any questions or concerns, please don’t hesitate to reach out to us. We look forward to connecting with you very soon!

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This document is for educational purposes only and should not be construed as legal or tax advice. One should consult a legal or tax professional regarding their own personal situation. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by an insurance company. They do not refer in any way to securities or investment advisory products Insurance policy applications are vetted through an underwriting process set forth by the issuing insurance company. Some applications may not be accepted based upon adverse underwriting results.  Death benefit payouts are based upon the claims paying ability of the issuing insurance company. The firm providing this document is not affiliated with the Social Security Administration or any other government entity.