Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
May
30

Retirement Strategies

retired-couple

There are many ways to implement plans for your retirement. The two sides of the spectrum of possibilities are to develop a plan and stick to it no matter what, or just go with the flow and see how things play out. Outlining these two options seems almost ridiculous as they represent extreme polar opposites of one another. The reality is that the best plans are those that are well thought out but also allow for flexibility.

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State officials have issued a shelter-in-place order for residents amid novel coronavirus concerns. As such, we will be suspending services at our physical office. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

We request that any contribution checks be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.
TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.