The health and safety of our clients, employees, and community is our top priority at Hosler Wealth Management. We have been monitoring the COVID-19 and its potential impact on our business and continue taking the necessary precautionary measures to minimize the risk of COVID-19 in our offices and among our clients.
We also know that the service we provide our clients in times of uncertainty, and with a volatile market is crucial. Rest assured, we are open for business and remain committed to serving you. That said, we have implemented a few temporary changes to continue to support you in this fluid environment.
Following the CDC’s recommendations, and in accordance with social distancing guidelines from public health officials, we are offering great alternatives regarding our traditional meetings and events.
You now have the option to hold remote meetings not just via a phone call, but with the latest video conferencing and screen sharing technology. If you have an upcoming appointment scheduled, we will be reaching out to decide and discuss these options for your appointment; or feel free to call us and tell us your preferred method for meeting.
We have decided to hold our upcoming Client Update Meeting in April as a webinar rather than in person. Our email invite will contain information on how to listen and participate in the presentation. Other upcoming events will proceed on a case- by- case basis as we continue to monitor the COVID-19 situation.
The intake and delivery of tax documents and returns will take place with as little contact as possible. You now have the capability to sign your E-File forms electronically, pay electronically, and receive a digital copy of your tax return as well. If you are not comfortable with electronic tax return delivery, we will mail out a copy of your completed return with your tax documents used to prepare your return. If you have not yet dropped off your tax documents, please mail them to us or drop them by one of our offices.
Online Account Access:
You have 24/7 access to view your portfolio at any time via investor360.net. You can also download the Investor360 App from the Play Store or iTunes.
Thank you for your continued business, patience and understanding during these unprecedented times. If you have any questions or concerns, please don’t hesitate to contact us!