Broker Check

Our Response to COVID-19

| March 13, 2020
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Bair Financial Planning Family
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We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe.
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This event, first and foremost, has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.
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We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us.
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We love seeing all of you in the office, however we understand if under the current circumstances, you would prefer to have any upcoming appointments conducted over the phone instead. Please just let us know.
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If you have any questions or concerns, please do not hesitate to reach out.
We wish everyone good health as we all work to get through this challenging time.
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Thank you for your business, and please contact us if you have any questions.
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If you would like to schedule a phone call to specifically discuss the stock market volatility click on the link below to schedule with Marci or Victor:
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If you are unable to find a time for a call or meeting that fits your needs, please contact Colleen directly at 619-546-6147 or email her at colleen@bairfinancialplanning.com and she can assist you.
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If you have not yet scheduled your 2020 Strategic Meeting with Marci or Victor yet, please choose a date from the calendar link below:
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Sincerely,
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Marci Bair, CFP® & Victor Orozco
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Bair Financial Planning
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This note was written and produced by the investment committee of WCG Wealth Advisors, LLC. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
The views stated in this letter are not necessarily the opinion of any other named entity and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within the markets mentioned, opinions are subject to change without notice. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
The economics forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful
Investing in stock includes the numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Marci Bair & Victor Orozco are Registered Representatives with and securities through LPL Financial, member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group, WCG Wealth Advisors and Bair Financial Planning are separate entities from LPL Financial.
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