Greetings to you!
We hope you are doing well, staying healthy, and finally enjoying some fall-like weather!
Because of the still precarious nature of the pandemic and the challenges of trying to plan safe and enjoyable group gatherings at this time, we have once again made the difficult decision not to hold our holiday parties. We will certainly miss spending that time with you, but the health and safety of everyone involved continues to be our top priority.
We are, however, holding appointments in whatever format you are most comfortable: in-person, phone, or Zoom / Skype. The circumstances of the last 18 months might have brought changes to your personal, financial, or employment situations that we can help you work through. Please don’t hesitate to call or email us anytime you have questions or to schedule an appointment with your advisor.
As always, we thank you for allowing us to serve you! We wish you and yours a wonderful holiday season of good health and much joy and happiness!