Let me begin by saying that I hope you and your family are remaining safe and healthy as we continue to traverse these tempestuous waters. My team and I want to thank you for the opportunity to serve as your Trusted Advisor through these remarkable moments in history. We will get through this, and better days await us — not just for the economy but for us as human beings.
The past six weeks have proven to be full of incredible challenges, but we have never left your side. Pickler Wealth Advisors has embraced the opportunity to be here and serve your needs as, together, we have navigated these turbulent times. It has been our honor and privilege to serve you and your family. No matter what the obstacle, our commitment to you has and will always be unwavering.
We have made the effort to reach out to every single client in multiple ways. We believe communication is key, especially during events like these, and we have doubled down on our commitment to ongoing dialogue, engagement, and transparency. As your trusted advisor, we believe this is the only way to operate as our nation and the world moves forward to attempt to reopen our economy.
Though we have never ceased our operations or serving you, we are beginning Phase 1 of opening up our firm in a more normal capacity. With eased restrictions across the country, we want to return to the process of face-to-face meetings as soon as it is safe and practical. In the coming days, our team will start reaching out to you to schedule account reviews. Rest assured that we are incredibly sensitive to the health and safety of our clients and team. Because we are remaining diligent when it comes to providing a safe environment, we are implementing multiple ways to serve you and keep you updated on your account(s):
Our team will begin reaching out to clients to schedule account reviews, but if you would like to go ahead and schedule a meeting please give us a call.
We will continue to offer multiple communication methods for account reviews and other meetings: in-person, phone calls, and video conferencing.
Every member of our team will be wearing masks to prevent the potential spread of germs.
We will have disposable masks for our clients to use.
We have multiple hand sanitizer stations throughout the office.
On a daily basis, we will continue to disinfect door handles and other high-use surfaces.
I cannot express to you how grateful Pickler Wealth Advisors is to have you as a client, and what a marvelous honor it is to be your Trusted Advisor. It is our responsibility to get you to the other side of this obstacle and I can assure that, together, we will. We look forward to seeing you again, in person, and assist you in achieving your goals. We will be here for you. Always. Sincerely,
David A. Pickler, Esq., CFP®, ChFC®, CDFA™
Pickler Wealth Advisors