Our commitment to supporting you and your family goes beyond ensuring our business continuity. We want to help ensure you have what you need from us so you can focus on your family and taking care of them. Our goal is to help you stay calm and confident despite current market conditions.
We are still open and working, however, effective 3/31 we will be hosting all meetings virtually. Your advisor will connect with you if you have any upcoming meetings. We’re taking steps to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and family safe.
We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us. To give you practical examples of the infrastructure we already have in place:
We can answer your emails from anywhere in the world.
We can answer your phone calls from anywhere in the world.
We can process trades from anywhere in the world.
We can process rollovers, contributions, distributions, etc. via DocuSign; you guessed it, from anywhere in the world.
You can continue to reach our team at:775.850.2500 or reach out to any of our advisors by clicking here.
Retirement Planning
Asset Management
Education Planning