As Wisconsin Sees COVID-19 Cases Spike After Reopening, Retirement Income Strategies Provides Local Residents with Safe Options for Financial Services
"We recognize that with both economic uncertainty and ongoing market volatility, residents need help managing their finances now more than ever before. As an essential service, we want to make sure our community has options available to them to seek financial advice in whichever format they're most comfortable," said
During the state's stay-at-home orders, Retirement Income Strategies transitioned employees to work remotely, maintaining all of its employees' jobs while continuing to provide residents with crucial financial services in a safe and secure way through virtual and digital services. In an effort to safely maintain client and community communication, Retirement Income Strategies implemented the following protocols:
Work-At-Home Protocols and Service Offerings
- Scheduling virtual meetings via
Skype , Zoom, Teams and JoinMe - Offering webinars in replace of the firm's in-person educational workshops
- Continuing to air the Madison Money Guy radio show on WIBA, WCLO &
ESPN , with Finfrock recording the show from his home - Offering a secure online platform to send financial information
- Providing updates via email, video and social media (LinkedIn, Twitter, Instagram and Facebook) to clients and prospects on service offerings and the firm's reopening
Re-Opening Protocols and Service Offerings for Continued Protection Against COVID-19
- Office purchases
- Disposable facemasks
- Extra hand sanitizers
- Two air-scrubbing systems: A portable HEPA filtration system and hydroxyl generator that attaches to central air to eliminate mold, mildew and other airborne pathogens
- Office protocols:
- Sanitize each office space after every client visit
- No handshaking, "fist-bumps" or other direct client touching
- No longer offering food or beverage
- Follow social distancing guidelines and conduct client meetings in rooms that allow for six feet of distancing
- Continue offering virtual and digital service offerings for clients who prefer this method over in-person visits
- Contacting Retirement Income Strategies:
- Clients and members of the community are encouraged to contact the firm through the website (https://madisonsfinancialplanner.com), or by phone at 608-208-1800
For more information about Retirement Income Strategies, click here to visit the firm's website.
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