Broker Check

Financial Conversations

| March 18, 2020

We understand there are many people concerned with what is going to happen with their personal financial situation through this uncertain time.  We also understand money is a difficult and emotional topic to discuss and can cause some anxiety.  We want to help.  

Jared and I are dedicating time to have 15 minute phone conversations or web based meetings to attempt to answer some of your financial questions and specific financial concerns.  We don't have all of the answers but sometimes talking through things can help.  You do not have to be a client to schedule a time and there is no obligation to become a client.  Whether you are a client or not, we'd enjoy the conversation.  Everything we talk about is confidential and we are not here to judge. 

Here are the next steps.

1) Take a breath, stay calm

2) Click this link and go to our website and connect with us to set up a time   

3) Click this link to fill out an online questionaire

4) We'll have a conversation and do our best to answer questions and/or connect you to resources we are aware of.

Money is emotional.  Again, take a breath, go for a walk, enjoy some time with family, read a book or the Bible, watch your favorite comedy, do a puzzle, play a board game and consider taking a break from watching the news, at least temporarily.

The short answer is we don't know, but we are here to listen and help where we can.    

Take Care,

Keith and Jared

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.