FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
We’re committed to safeguarding the health and well-being of our team members, clients, families, and members of our community. To continue providing you the quality of service and personal attention to which you’ve been accustomed to and deserve, we’ve shifted all in-office or face-to-face appointments to email, phone, or virtual meeting until further notice.
While the uncertainty of the viral outbreak and its impact on the markets can be unnerving, know that we’re keeping a close watch over these current fluctuations on your behalf. Most importantly, we’re on the lookout for any emerging long-term trends that might impact your financial plans and will be sure to communicate with you if any actionable plans arise.
As we continue to respond to the impact of COVID-19, our dedicated team is here for you–we’re ready to listen, support, and help guide you through these uncertain times. We’ve put together this page as a resource center to connect you to up-to-date news and resources that we hope will address some of your concerns and provide reassurance.
The coronavirus (COVID-19), a viral disease that was first identified in Wuhan, China in 2019, has been officially declared a pandemic after spreading to over 150 countries, according to the World Health Organization (WHO).1 Although the implications of the novel disease have yet to determined, it’ll continue to disrupt just about every aspect of our lives for weeks and months to come. Click to explore links below.
Click to explore links below.
If you have any concerns in the meantime, please feel free to reach out–we’re always here to help. Do your friends and family know the questions to ask to make sure they’re basing financial decisions on all the facts, and not emotions, misconceptions, or opinions? Please share this page and our contact information with them.
We truly appreciate your trust and we look forward to working together for years to come.
This content is for informational purposes only. Hyperlinks contained herein will take you to third-party websites not managed by Financial Independence Group, LLC, or its affiliates, and therefore, the accuracy and/or completeness of these third-party websites cannot be guaranteed.