By Jim Saulnier, CFP | April 14, 2020
At Jim Saulnier & Associates, our clients’ and employees’ health and safety is our top priority. In response to recent developments regarding COVID-19, we want to assure you that we are monitoring information developed by the Centers for Disease Control and Prevention (CDC) and are heeding their recommendations very seriously.
We are committed to keeping our clients, podcast listeners, and fellow neighbors up-to-date with the latest information from Jim Saulnier & Associates concerning coronavirus. We want to touch base as we all navigate this unprecedented time together to communicate some key points:
Committed to Excellence
Our commitment to excellence and service will not waver during this time of uncertainty. Your health and safety are our primary focus. To maintain the utmost precaution for ourselves and others, the staff at Jim Saulnier & Associates have been working remotely on a “trial” basis for the past two weeks and will now continue to do so until further notice. During our trial run we discovered that the lack of in-person office collaboration hindered our office synergies and face-to-face communication. This hindrance does result in certain delays in our office procedures. Although our services may take slightly longer than usual to complete, our dedication to producing quality retirement plans will not be compromised. Please call the office at (970) 530-0556 if you need any assistance or if you have any questions about how our current office procedures might affect you. We use an internet-based phone system that connects all of our staffs’ remote workplaces using the same phone numbers and extensions as usual.
Committed to Helping You
We understand that this time is stressful, challenging, and even a bit scary: that’s why we are committed to making ourselves available as best as possible to help you during this time of need. Although hours are limited, please feel welcome to schedule a 15-20 minute phone call with us to address your questions and concerns. We are extending this consultation offer in a pay-as-you-go on-demand relationship as scheduling allows. Regardless of your client status or planning relationship with us, feel free to contact our office at (970) 530-0556 or email us at admin@jimhelps.com to schedule a call or for more information.
Committed to Providing You Resources
During this rapidly changing coronavirus situation, Chris and I have been answering many questions on recent episodes of our podcast The Retirement and IRA Show. Here we have direct links to some of our coronavirus-related episodes:
- Considering the Coronavirus While Retirement Planning: EDU #2011
- Benefits of Proper Asset Positioning in the Midst of Life’s Storms: EDU #2014
- Questions about the CARES Act: Q&A #2015
We all have made it through hard times before. We know that we will get through this in the best way possible by staying true to our values of service, integrity and honesty. Thank you for your continued support as we all do our best to adjust to this challenge. We sincerely hope everyone remains healthy and safe.
Sincerely,
Jim Saulnier
Founder, Jim Saulnier & Associates
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Adviser. Jim Saulnier, LLC and Cambridge are not affiliated.
