Our previous communications have been focused on what AllGen is doing to manage risk and protect your investments. We will continue to provide these updates during this period of uncertainty.
It is also important that you are staying informed of the proactive steps AllGen is taking to ensure a clean/safe environment for our clients, team members, and all who are connected with us.
Our Virtual Office:
As many of you already know, AllGen is completely set up as a virtual office, which is especially valuable given the emphasis on social (or physical) distancing, quarantines, or even for convenience.
Having a virtual meeting is easy! Please reach out to your AllGen Advisor to discuss virtual meeting options and what works best for you and your needs. Additionally, if a document needs to be signed, the majority can be executed electronically via our Docusign platform.
Our Brick and Mortar Office:
- We have hand sanitizer available throughout the office.
- Hand sanitizer will also be available directly at the front doors when you walk into our building.
- In addition to our nightly cleaning service, a day porter has been added for extra sanitizing and cleaning during business hours.
- We’ve also added individually-packaged condiments for your coffee or tea. So any sugar, creamer, or other drink preparations you prefer will be opened only by you.
- We are offering bottled water for all of our guests.
- We are limiting the number of appointments at any given time to ensure that the number of people in the office is tightly controlled.
As always, our goal is to help you stay informed and make great financial decisions. Please feel free to contact us with any questions/concerns you may have and/or to set up a time to review or develop your financial plan. 407-210-3888
We’re ALL in this together, and we thank you for being part of the AllGen Family.
Important Disclosures: The information provided here is of a general nature and is not intended to answer any individual’s financial questions. Do not rely on information presented herein to address your individual financial concerns. Your receipt of information from this material does not create a client relationship and the financial privileges inherent therein. If you have a financial question, you should consult an experienced financial advisor. Moreover, the hiring of a financial advisor is an important decision that should not be based solely upon blogs, articles, or advertisements. Before you hire a financial advisor, you should request information about the financial advisor’s qualifications and experiences. Past performance is no guarantee of future results. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Examples provided are for illustrative (or “informational”) purposes only and not intended to be reflective of results you can expect to achieve. AllGen Financial Advisors, Inc. (AllGen) is an investment advisor registered with the SEC. AllGen does not provide personal financial advice via this material. The purpose of this material is limited to the dissemination of general information regarding the services offered by AllGen. The Disclosure Brochure, Form ADV Part II, which details business practices, services offered, and related fees of AllGen, is available upon request.
