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At this time all in-person appointments have been cancelled indefinitely and we are not presently scheduling makeups or new appointments, we apologize for any inconvenience.
Dorothy and Damian will be working exclusively from home at this time. Ted will be in the office by himself and is not allowing anyone inside for safety reasons, in the event we are deemed a "non-essential" business he will be working remotely as well.
As always, we are available via phone, email and Skype/FaceTime so please do not hesitate to contact us for anything you might need. We are taking things day by day just like everyone else and are working hard to stay on top of things as they develop.
Thank you for your continued support and please heed all warnings from your local authorities to keep you and your family safe.
Be true fiduciaries - always put the client's best interests first, period.
Be open and forthcoming in everything you do, trust is earned.
Avoid unnecessary complexity, keep things simple and understandable.
Minimize investment expenses to allow the magic of compounding to work.
Focus energy on what can both be controlled and what matters, the rest is noise.
Create a barrier between emotions and big decisions - respond, don't react.
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