As we make personal decisions centered on the changing landscape of children at home from school, protecting our families as best as we can, and supporting the community actions that have been taken, we have decided to activate our contingency plans to allow our team members to work remotely.
One of our team members will be in the office each day on a coordinated basis to make sure that we can send and receive material without interruption. We are completely connected through our phone system and secure server and can meet by phone, Facetime or Zoom. We continue to monitor the voicemail and telephone extensions are listed below.
We are also continuing to monitor the investments and the evolving circumstances. If you would like to schedule a remote meeting time, please call or email us at firstname.lastname@example.org. Following are a list of extensions that can be used while we are working remotely.
Office Phone (619) 295-9930
Alison Fleming x201 Cell: 310-702-4270 Peter Fink x211 Cell: 310-420-2458
Britt Stephens x200 Cell: 619-890-1604 Caresse Vera x202 Cell: 619-890-1357
Miles Fleming x203 Terri Josselyn x205
Thank you for your understanding and support. We hope that you and your family remain safe and healthy and ask you to remember our mantra, “Be a Long-Term Thinker, Not a Short-Term Worrier”. Between us, we have nearly 100 years of collective experience and invite you to connect with us anytime you have questions or need support.
Commitment • ObjectivityAction • FlexibilityOur core values define us.
We believe that financial planning is important in every stage of life.
Each client's situation is unique; therefore we believe each relationship should also be unique.
Our team approach offers a range of services to provide more benefits to our clients.
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