FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
In lieu of recent concerns with the current social and economic conditions, our team is doing our part to honor recommendations made by local health officials. As members of our beloved community, we are taking proactive measures to practice social distancing recommendations. While we have always been dedicated to protecting the wealth of our clients, we also, and more importantly, care about your health and well-being.
Effective immediately, we will be hosting all non-necessary appointments via email, phone, or virtual meeting. Our face-to-face appointments will be limited moving forward until further notice to ensure your safety.
As we’ve seen over the years, events like these can influence the markets in the short-term. When you see markets react to the latest news, remember: those reactions are a common occurrence, not necessarily a cause for alarm. Breaking news should not dissuade you from pursuing your long-term objectives.
While market volatility can be unnerving, know that we are keeping a close watch over these current fluctuations on your behalf. Most importantly, we are on the lookout for any emerging long-term trends that might impact your portfolio and will be sure to communicate with you if any actionable plans arise.
If you have any concerns in the meantime, please feel free to reach out – we are always here to help.
We truly appreciate your trust and we look forward to working together for years to come.
At Wright Choice Financial Group, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we have experience in approaching the common challenges they face.
We create strategies tailored to your goals.
We put your needs first.
We enjoy building trusted relationships that span generations.
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