At Solis Wealth Management, we prioritize your safety and well-being. We understand that life can be unpredictable, and unexpected events can happen at any time. That is why we want to ensure that we have the necessary information to assist you in the event of an emergency or unforeseen circumstance.
One of the ways we can help is by keeping your trusted contact information on file. This includes the name and contact information of someone you trust, who we can reach out to in case we are unable to get in touch with you directly, or in the event of financial exploitation concerns. This could be a family member, friend, or professional contact (preferably someone other than your spouse if you’re currently married).
It is important to note that we will only contact your trusted contact in situations where we are unable to reach you or need to confirm your well-being. We will always prioritize your privacy and confidentiality, and will not share your information with anyone else without your explicit consent.
If you have not already shared your trusted contact information with us, or if you’d like to update or change who we currently have on file, we encourage you to do so by emailing our Service Team at service@soliswealth.com or by giving us a call at the office. We understand that this information is sensitive and personal, and we want to assure you that it will be kept confidential and secure.
Thank you for your continued trust in Solis Wealth Management. We remain committed to providing you with the highest level of service and support and ensuring your safety and well-being.
Best regards,
The Wealth Advisors at Solis Wealth Management