In keeping with the spirit of the President’s and the Governor’s recent emergency declarations, we’re advising all of our clients of the following changes in the office procedures of Planningteam Financial Advisors.

While we realize the inconvenience this will cause our clients, we agree with this course of action in an effort to minimize personal contact for the duration of this crisis. We at Planningteam also encourage client contact be restricted to telephone and email communication, but we will be allowing client access to our offices, as well as face-to-face meetings, on a limited basis. This will require us to physically meet clients at the front door of the bank to allow them access, so we ask that if you do set up a meeting, or if you need to drop something off at our office, to advise us of the specific time of your arrival so we can provide you access. If you have your cell phone available, please call our office from the parking lot and we’ll come down to let you in. The issues that have prompted this crisis have obviously also triggered exceptional turmoil in the financial markets, and we want to be exceptionally responsive to your need for input and guidance during this difficult time.

We are not stopping business, but we are implementing necessary measures to “flatten the curve” and to do our part to help reduce the spread of Coronavirus. Thank you for your assistance and cooperation. We will continue to monitor circumstances closely.