We know that these can be frightening times, but we want to assure you that the one thing you don’t need to worry about is us supporting you through them. No one knows what the next days, weeks, or even months might bring, but we remain committed to offering you insights and financial guidance.
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security’s Cybersecurity & Infrastructure Security Agency (CISA). This means the work we do is essential to the economy and we are able to continue business. When different states and counties issue orders closing non-essential businesses, our broker/dealer LPL Financial makes sure that each of them adopts the CISA guidance on critical infrastructure sectors so that we can continue our work.
We, and LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
We’ll continue to be in touch, providing updates and support during this time. As always, please feel free to contact us any time if you have questions or concerns. We are always here for you.
Best wishes for good health as we all work to get through this challenging time.
Greg R. Solis, AIF®
President and CEO
Bob Medler, CRPC®, CMFC®, AIF®
Wealth Advisor / Investment Analyst
Tiffany Valentine, CFP®
CERTIFIED FINANCIAL PLANNER™
Vice President | Director of Financial Planning
78-075 Main Street
La Quinta, CA 92253
Office: (760) 771-3339
Fax: (760) 771-3181