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COVID-19 Operational Response

By Financial Principles on March 16, 2020

Dear Friend,

I hope this message finds you, your loved ones and your colleagues all well and safe. We are closely monitoring developments around the spread of coronavirus (COVID-19), and our priority remains the safety of our employees, our clients, and your assets.

Please know that we all remain dedicated to ensuring we deliver on our commitments and obligations to serving you amid these challenging times, and our COVID-19 preparedness is coordinated as part of an established firm-wide business continuity program.

I want to let you know that in an effort to keep operations running smoothly and enforce social distancing, we have implemented our business continuity plan and our team is largely working remotely at this time.  In addition, we have opted to cancel our currently planned client events and gatherings.  As such, our client open house and shredding event for March 23rd is postponed until further notice.

While working remotely, we have the tools and technology to operate and communicate with you as if we were in the office.  We are here to be of service and answer any questions about your financial planning, portfolios, taxes, estate plans, and any other questions that you may have.  Below is a list our direct phone numbers and e-mails so that you have it easily accessible.

We have and will continue to take prudent and precautionary actions that allow us to provide the support and service that you have come to expect. Please know that we remain fully functional and prepared to provide continuity of service as the environment around us evolves.

We take tremendous pride in being stewards of your business, and will do everything in our power to deliver on our promises to you. On behalf of all us at Hightower Financial Principles, we are with you. We thank you for your continued partnership as we navigate through this time.

Should you have any questions, please do not hesitate to contact your advisor.

Regards,

The Hightower Financial Principles Team

 

Bradley H. Bofford, CLU®, ChFC®, CFP®, Managing Director, Partner
bbofford@hightoweradvisors.com / Direct: (973) 582-1002 / Cell: (201) 396-8282

Michael A. Flower, CFP®, Managing Director, Partner
mflower@hightoweradvisors.com / Direct: (973) 582-1004 / Cell: (973) 768-7581

Daniel G. Trout, Partner
dtrout@hightoweradvisors.com/ Direct: (973) 582-1006 / Cell: (973) 886-6960

Steven V. Gelber, AIF®, Associate Wealth Advisor
sgelber@hightoweradvisors.com / Direct: (973) 582-1015 / Cell: (551) 486-3679

Andrew Olivier, CFP®, Associate Wealth Advisor
aolivier@hightoweradvisors.com / Direct: (973) 582-1005 / Cell: (201) 620-0978

JoAnne Forte
jforte@hightoweradvisors.com / Direct: (973) 582-1019 / Cell: (973) 223-5805

Sandy Aung
saung@hightoweradvisors.com / Direct: (973) 582-1017 / Cell: (917) 770-8927

Sabrina Abdelaaty
sabdelaaty@hightoweradvisors.com / Direct: (973) 582-1014 / Cell: (201) 786-8629


Financial Principles is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

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