This is a challenging time for all of us in Florida, across the United States, and the globe, as we attempt to navigate the situations thrust upon us by the Covid-19 virus.
We have resumed in-office appointments. Covid-19 precautions will be in place, as long as necessary, for the safety of our clients, guests, and employees.
Also, we are still offering to schedule telephone appointments. In fact, we encourage you to consider this option during this time.
When you visit our office, we ask that you abide by our enhanced safety protocols, including the wearing of protective masks. Masks will be available for you if needed. If you would like to take advantage of curbside delivery or drop-off of paperwork, please call ahead to ensure proper arrangements are made.
To those of you with questions regarding the markets or needing service regarding any of your accounts, please call our office at 386-671-7526 or email your adviser. Rest assured, our client service team, advisers, and investment team are working diligently to keep you abreast of the unfolding situation and provide guidance and recommendations.
While these days of anxiety and uncertainty are challenging for everyone, we will get through them together. Please know that the investment team is closely monitoring the markets, your portfolios, and individual investments inside your portfolio. We are attempting to weather this storm as best we can while positioning your portfolio to participate in a rebound that historically has, eventually returned.
From left to right: Angel Pinkerton, CFP®, ChFC®, CRPC®; David Holland, CFP®, CPA/PFS, CLU, ChFC®; Amy Williamson, CFP®, ChFC®, AAMS®; Kalon Hoard, CFP®, AWMA®, AAMS®.