Focused Wealth has implemented its continuity plan which enables us to continue working even if we cannot go in to the office. Our remote systems have the same security as the ones in our office. There is no change to any of our contact information. We will maintain client contact virtually until further notice. If you would like to have a meeting, send an email or give us a call and we can send you instructions.
If you have friends, family, or associates who are anxious about what is happening with their finances or their portfolios please share my contact information. We are happy to spend five or 10 minutes to answer any questions or concerns they may have without obligation. Even if they are not a client, we want to do what we can to make sure that no one acts impulsively and hurts themselves financially.
Do you feel overwhelmed by the prospect of organizing and planning your finances? We get it – we’ve been there!
It seems like you suddenly have a lot more issues to manage than you did before. The kids are growing and your parents are planning their estate and retirement health care. You have to make more decisions and they are more complicated. It has moved beyond paying your bills and saving a little each month.
You want guidance, but advisors scare you. Maybe you have talked to an advisor but they asked you to think and do so much it drove you away. You just don’t have time to think about all that right now. We understand. We have a more sensible approach.