Our Five-Part Safety Plan

As we navigate through these times of uncertainty together, we want you to know we have been working hard to safely maintain service during the COVID-19 pandemic. Our five-part safety plan puts your health and safety at the center of all we do. It is a comprehensive, multi-layered approach with guidance from public health experts and in compliance with state and federal mandates.

As our routines shift in an effort to protect those most vulnerable, we want to take a few moments to update you on changes we have implemented to reduce health risks while maintaining the same high-quality, accessible service we have provided for more than 30 years. Here are five steps we’re taking to ensure everyone’s safety:

1. Holding virtual meetings
Though we enjoy seeing clients in person, we are offering virtual appointments over the phone or through video chat for the safety of all. Zoom allows virtual meetings and screen sharing and is a great way for you to interact safely with your advisor. Rest assured, we have the technology available to serve you from any location and to conduct business as normal while keeping you and your data safe. If you need assistance, please contact our office.

2. Limiting visits to appointments only
At this time, limited client meetings will continue, though we ask that you call first to set up an appointment for the safety of all. We are limiting the number of people in the building at any given time. We respectfully ask for your careful consideration and cooperation when booking an appointment. If you feel unwell or believe you may have been exposed to the coronavirus, simply reach out, and we be happy to reschedule for a time when you’re feeling up to it. Or we will schedule a virtual meeting.

3. Increasing our cleaning efforts
We have instituted elevated cleaning and sanitation protocols within the office using CDC-recommended disinfectants and steam cleaning. Public areas are sanitized throughout the day, and each meeting room is cleaned between meetings. Also, we have UV light sterilizing the air in our HVAC system.

4. Training our team extensively
We have put extensive employee protocols in place, including requiring employees to perform daily self-assessments for COVID-19 symptoms and verify being symptom-free, and training programs on health and safety protocols.

5. Using face coverings and PPE
We are following the state mandate for face coverings. Guests are strongly encouraged to wear masks in public areas, and our team members are required to wear an approved mask while working with you. We are happy to provide you with a mask and/or gloves if you would like them.

As a reminder, you can always check on your portfolio 24/7 and view financial documents online through Client Access. Our team can help you set this up if you have any questions.

You can also visit our Coronavirus COVID-19 Resource web page to view recent videos, blog posts and for other helpful information

No matter the challenge, we are here for you. Please reach out with questions or whenever we may be of service. In good health!