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The Coronavirus, or COVID-19, has become a growing concern across the nation and in our region. The health, safety and well-being of our clients and team remains our utmost priority. We are taking the situation with immense caution and are actively communicating with our team on the SFMG continuity plan. Precautionary steps are in order to ensure that your services are not impacted.

Our office currently remains open and staff are encouraged to sanitize their work areas, continuously wash their hands, and stay home if exhibiting symptoms of illness. Common areas and meeting rooms are being cleaned frequently.

We wanted to make you aware that our entire team has the capability to meet virtually whether via a conference call, video chat, or online presentation.

In the event that the office must close, our operational recovery plans are in place to support business continuity and maintain or quickly resume operations in the event of business disruptions. We will continue to monitor the situation and will provide updates as appropriate.

Additionally, if you have plans to travel outside the United States, we recommend discussing International Health Insurance with your Wealth Advisor.

We appreciate your continued trust in our team and pledge to work collaboratively with you to address any challenges this situation may present.

If you have any questions or concerns, please contact your wealth management team at (972) 960-6460.