In the wake of the global pandemic we are experiencing, Dowling Legacy & Retirement has deployed our business continuity plan. For the safety of our associates and the well-being of our clients, we have temporarily moved all business to telecommunication. We are still here to serve you and are very much OPEN for business!
Our associates are as accessible as they ever have been, and have full functionality through email, phone, or virtual conference calls to ensure your legacy and investment goals are addressed and maintained. You can be assured our team will continue to meet your needs uninterrupted and with expediency.
We understand how important your financial and legacy plans are to you. For many of you, capital preservation is paramount to the success of your plans. This may be a prudent time for us to schedule a phone review or re-evaluate your risk analysis by taking our Color of Money Risk Analysis Here!
This tool, along with our guidance, allows you to determine if your investments are properly aligned with your risk tolerance or whether you want to consider rebalancing your accounts.
Our firm is available to support your needs and goals with a commitment to find options and solutions to meet them. Although these are unprecedented times, please know we are here for you!
Be healthy, be well, and we thank you for your business!