Broker Check

Letter to our Clients

April 07, 2020

Dear Clients,

As I’m sure you are aware Governor Baker has ordered a Public Health Issue 'stay-at-home' advisory for all non-essential workers. Given this new mandate we will have limited access to the office. However, we will continue to work remotely and are fully available for you.

I see this as a good opportunity to do midyear check-ins. We can take some time to talk through the current situation and how it has affected your assets and develop a strategy on how to maximize your plan going forward.

We will be reaching out to each of you in the coming weeks to see if there is a good time to meet via phone call or web conference. If you would like to get a meeting scheduled sooner than later call the office and we can get you on the calendar ASAP.

Please stay well and know that our team is here for you during these unprecedented times.


Warm regards,

Dana Rodrigues