FREE GUIDE: THE SECURE ACT

The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.



Thank you! Oops!
OPENING SOON and Prioritizing Your Physical Safety at Our Office During and After COVID-19

OPENING SOON and Prioritizing Your Physical Safety at Our Office During and After COVID-19

May 27, 2020

Of all the TV watching I did over the last two months it never occurred to me to watch movies about pandemics.

Hmm…

You know, like in THE ANDROMEDA STRAIN (1971), where the key to defeating the virus, was in finding what the two sole survivors, the drunk and the baby, had in common that led to their survival.

You could also watch OUTBREAK (1995) where the central tension is between scientists and the military. You have a military officer who is in charge opposing the head scientist who crisscrosses California, where the outbreak is, in search of the monkey host with antibodies for the cure. The military man just wants to blow up the town up for the greater good.  

And finally, we could all enjoy watching CONTAGION (2011) where there is a worldwide pandemic that has a devastating mortality rate. In a case of life possibly imitating art, we eventually learn that the bug originated with bats, spreading to pigs and then jumping to humans in the so-called “Wet Markets” of China. Sound familiar?

I didn't need to watch any movies!

I got daily updates from Trump, Pence, Fauci, Birx, Azar and others keeping us well informed. Plus, it was entertaining when egos flew from both sides of the press about whether what was being reported was true or false.

Anyway, now that some of the Coronavirus stay-at-home orders are being lifted, you may be ready to resume life in the “new normal.” On the other hand, you could still be leery for some time about going to public places, knowing that the danger of the virus is far from over.

In either case, we want you to know that Denny, Kerry and I are doing everything we can to make sure that you’re safe when you visit our office – and we will be closely following the CDC (Centers for Disease Control) guidelines that have been put in place.

These COVID-19 safety guidelines include:

  • Wearing gloves and masks to prevent the spread of the virus (and then carefully removing and discarding gloves between client meetings)
  • Regularly washing hands with soap and water for 20 seconds or longer each time
  • Routinely cleaning and disinfecting frequently touches surfaces, such as doorknobs, light switches, desks, phones, and computer keyboards, using EPA-registered disinfectants
  • Closing off certain areas of our office space – such as break rooms – where multiple individuals may gather
  • Practicing social distancing by standing and/or sitting at least six feet away from clients and coworkers

In addition, I have also attached a flyer that graphically shows sensible guidelines both we and those of you who visit our office should follow as we continue to move forward in this new environment.

We know that these are challenging times. Yet, we also realize that developing and reviewing your retirement income plan is a top priority as well and doing so can oftentimes require in-person meetings with an advisor.

If you have any questions regarding our COVID-19 safety precautions and/or if you’d like to schedule a time to come into the office and meet with us, it's most likely we won't be back there until late June or early July. 

Please contact me and I will give you an update at that time.

In the meantime, if you want to talk sooner, set a time for a Zoom meeting with me by going to my calendar here

We look forward to seeing you soon!

Best always,

Artie