Like many of you, we are carefully monitoring the weather situation as Hurricane Matthew approaches.
We plan to try to maintain normal office hours tomorrow, on Wednesday October 5.
It is likely that the office will be required to close on Thursday, October 6 and Friday, October 7, due to storm-related safety directives and building management policies. In anticipation, we have cancelled and will reschedule and/or reconfirm all client meetings for this week and next.
Please make note of the following emergency phone numbers:
You are welcome to call Charles Schwab directly at any time for questions or service needs. The number for Schwab Alliance is 800-515-2157. Schwab has several regional offices across the country so they are available to help you regardless of the weather situation in Florida. And of course, it goes without saying that your assets are always safe and secure at Schwab, which is one of the reasons we have selected them to serve as your Custodian. All scheduled transactions, such as monthly distributions to your bank accounts, will be executed as scheduled.
In the event we lose electrical power in our office, our main phone lines are programmed to roll to a Comcast answering service and alternate back-up phone numbers. Please feel free to leave a message or send me an email directly at email@example.com. We will all do our best to respond to your messages as soon as possible, given the availability of telephone and internet service.
Most importantly, we hope everyone stays safe, and look forward to speaking to you soon!
The Team at Adam Financial Associates, Inc.