COVID-19 has triggered a global economic downturn, volatility in the markets, and continues to cause a great deal of uncertainty about what lies ahead. The result for many individuals and families is increased anxiety and financial stress related to short-term needs and long-term goals. The current circumstances reiterate the need for having an up-to-date, comprehensive financial plan to help mitigate concerns as well as long-term negative effects. Unfortunately, in this environment there is no cookie-cutter solution or answer and each specific situation requires a customized strategy. Now is a good time to review your plan, adjust for any changes, and look for potential long-term opportunities.

Please contact us with any of your personal financial planning needs or anything else we might be able to assist you with at this time.