Taking Secure Measures
Finding Proper Safety Footing Regarding Health and Financial Concerns In A Pandemic Ailing World
Wearing a mask and washing hands may be the front line of defense in the fight against COVID-19 but in the long term, it’s going to take more than that to keep health and wealth management in order – even after a vaccine is developed.
Stuart Financial Group, a Maryland-based Wealth Management firm located in Greenbelt and Annapolis, Maryland, is providing local residents with safe options to seek the financial guidance they need amid the COVID-19 crisis. Virtual meetings, implemented through Zoom or a phone call, have been in place since the start of lockdown.
"During this time of uncertainty, retirement planning may not seem like a priority. But if you’re looking at your account statements, trying to figure out where you stand financially, we’ll be the first to say, please don’t do it alone,” says Bryan Slovon, Managing Partner and CEO of Stuart Financial Group. “When so much feels outside our control these days, there’s no reason to put off talking to someone who can help you regain control. In fact, in the past few weeks, we've had many conversations with people who are trying to make sense of our world right now.”
Stuart Financial Group is an independent financial planning firm serving retirees and soon-to-be retirees in the DC Metro area. Slovon founded the firm 30 years ago and was in part inspired by his own family’s financial struggles when his father died at an early age. Today, he and his wife, Lucy Slovon, partner in running the firm.
“Being mindful about their long-term finances is still essential, possibly even more so now”, remarks Bryan Slovon. "Whether they are a client or not, my most important concern is benefitting those that need feedback on their financial planning. I want there to be as many options as possible to provide those services.”
Stuart Financial Group's social distancing protocols include:
Wearing masks, as well as consistently washing hands
Sanitizing every office space after each client visit
No handshaking or direct client touching
Practicing social distancing guidelines and conducting client meetings in rooms that allow six feet distance between advisor and client.
Continuing to offer virtual and digital service meetings for clients who prefer this approach over in-person visits
Virtual and in-person meetings are not Stuart Financial Group's only approach when connecting with clients and the community. Engaging in virtual client events, providing updates via email, video, social media, and periodic check-in calls are common ways we stay connected. One of these projects included mailing ready to use postcards to numerous individuals. The goal was for the recipients to get in touch with their friends and family, "the good ole' fashioned way." Another project included an email, checking in on recipients, and asking if they knew any first responders or healthcare workers. Any names relayed to the team received a care package to show appreciation for everything they do daily.
"As a fiduciary, transparency and client service are the foundation of my company. Stuart Financial Group will continue to take considerable measures to connect with and serve individuals looking for financial guidance and advice," comments Bryan Slovon. For more information regarding Stuart Financial Group, click here to visit the firm's website or call 301-345-1635.
