Windsor Wealth Planners and Strategists office, COVID-19 Update
We are well-prepared and here for you. Life is changing, faster than many of us can keep up with, but as our routines shift in an effort to protect those most vulnerable to the COVID-19 pandemic, we wanted to take a few moments to update you on how our office is changing, and, more important, what will stay the same.
- Since our group is small and we have a lot of space between the five of us we will continue working out of our office and be available for phone calls during our normal business hours.
- If we are mandated to stay home for any period of time we will set up our office at our home and provide cell phone numbers to you so that you can continue to reach us during our normal business hours.
- Regardless of what’s ahead, we are here for you and will be conducting normal business transactions in our business office or out of our home offices.
- Starting, Monday, March 23rd we will discontinue all in-office meetings and will proceed with those meetings either via phone calls or webinar-type meetings.
We are appreciative of your business and your trust. We are continuing to track and monitor your financial plan as well as your investments. If you have any questions or would like to go through your financial and investment plan over the phone, please let us know.
Carlos, John, Christina, Bobbie & Tara