Based on the information currently available and recommendations from multiple sources, our office will be closed to in-person business for two weeks starting Monday, March 16th and re-opening Monday, March 30th unless conditions would warrant differently. This extraordinary event is asking all of us to make decisions that will help slow down the spread of the COVID 19 virus to allow our medical system to concentrate on those who are most predisposed to getting the virus and to not overwhelm our medical system. The health and well-being of my clients and my staff are a priority, and I have followed the advice of government officials and medical professionals as I came to this decision.
My experienced staff will be available in the office during normal business hours through this time. I will be available for phone calls. You will not in any way have difficulty accessing your funds or getting information about your accounts.
Those wishing to invest can do so by calling the office and we will let you know the most efficient way to pay for the purchase.
Those needing funds can call the office as you have in the past, and we will process the order per your instructions. Please remember a phone call is necessary and we will not take instructions via email or our answering machine.
Balancing fear and prudence during uncertain times is an endeavor that I have not taken lightly. This decision has been made by analysis of the most recent information available, discussion with my wife, and after much prayer. It is my sincere belief that this response to this particular situation at this particular time is the best possible solution for the short and long-term.
My office looks forward to working with you during this unique and difficult time. We continually appreciate your trust and business, perhaps now more than ever.
David J. Workman, AIF®
LPL Registered Principal