COVID-19 has turned all of our lives upside down. Now it is as important as ever to use your network to help you navigate the new reality of the world. Your advisor at WFG should be one of your first calls when you’re looking for help due to a job change or help with a financial decision. Our years of experience and network of business professionals can help you chart a path during these uncertain times.
Unfortunately, many businesses have had to lay off employees during the shutdown, and some of these layoffs could become permanent. If you find yourself in that situation, there are many decisions that need to be made. Health care coverage, unemployment, retirement plan balances and the new job search are just a few of the immediate issues that come up. Our expertise can help our clients during transitional times. Between our internal resources and our network of alliance partners, WFG can help you with those difficult decisions. Our business partner, Fidelity, has excellent tools to help with this at fidelity.com. Look for the Planning & Advice dropdown and then select Life Events.
If you’ve been fortunate enough to avoid a job disruption during this time, chances are you have a family member or close friend who has been affected. We hope that you’ve benefitted from your relationship with WFG and that you would encourage your friends or family member to contact us. We’re happy to meet with your referral and see if they can also benefit from our help. There’s no charge for the first meeting and we hope they can become a happy, satisfied client, like yourself.