May 12, 2020
As the COVID-19 restrictions are slowly being lifted, we are preparing for the return of in-person client meetings beginning in June. Please note our procedures below or by watching this short video:
All employees will have their temperature taken and logged each time they enter the building.Appointment times are staggered to avoid clients arriving at the same time and spaced to give staff time to sanitize in between each appointment. Please arrive as close to your appointment time as possible to avoid having to wait.When you arrive, ring the white doorbell and someone will let you in.We have two conference rooms, one to the right and one to the left. Please go into the room with the open door and have a seat, your advisor will be right with you.We will not be offering beverage service but you are welcome to bring in your own.You and your advisor will be separated by a screen and a 6ft distance. Staff will be wearing masks or face shields.Clients are not required to wear a mask but encouraged to if you feel more comfortable.We are only printing necessary paperwork and will provide a sanitized pen that you can take with you.Electronic reports can be uploaded or sent via encrypted email.Below is the schedule for available appointment days/times:
Please email firstname.lastname@example.org to confirm your preferred appointment day/time. You may elect a video or phone conference in lieu of an in-person meeting. It is our goal to complete your annual review before the end of August but can extend all the way to November depending on your schedule. Current policies and procedures are dependent upon information from state officials. Should anything change, we will reach out to reschedule appointments as needed. If you have any questions or preferences, please let us know!
-The Bookends Team
Mike Wetzel, Financial Adviser, Principal: Mike.Wetzel@bookendsfp.com
Sarah Boston, Financial Planner, Investment Consultant: Sarah.Boston@bookendsfp.com
Chandy Wilcoxon, Financial Adviser: Chandy.Wilcoxon@bookendsfp.com
Mindy Christian, Operations Manager: Mindy.Christian@bookendsfp.com
Bridgett Mueller, Operations Assistant: Bridgett.Mueller@bookendsfp.com
Tina Barrow, Client Services: Tina.Barrow@bookendsfp.com
Heidi Hargis, Chief Compliance Officer: Heidi.Hargis@bookendsfp.com
Gene Trueblood, Chartered Financial Analyst
7320 US 31 S Indianapolis, IN 46227317-859-2502www.bookendsfinancialplanning.com
|If you do not wish to receive emails from us, primarily intended to advertise or promote products or services, please reply to the sender of this email stating that you do not want to receive such emails. If you opt-out of this type of email, we will continue to send to you emails that are not primarily advertisements/promotions, including emails addressing information related to servicing your accounts. |
Investment advisory services offered through Bookends Financial Planning. Securities offered exclusively through Raymond James & Associates, Inc. Member FINRA/SIPC. Bookends Financial Planning is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Bookends Financial Planning is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Whenever you invest, you are at risk of loss of principal as the market does fluctuate. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
Any information provided in this e-mail has been prepared from sources believed to be reliable but is not guaranteed by Bookends Financial Planning and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. Bookends Financial Planning and its employees may own options, rights or warrants to purchase any of the securities mentioned in e-mail. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.
Bookends Financial Planning does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Bookends Financial Planning reserves the right to monitor all e-mail.