Mar 19, 2020
Dear Clients, Vendors, Business Partners, and Friends,
Terry Lockridge & Dunn and World Trend Financial are determined to do our part to stop the spread of the coronavirus (COVID-19) while ensuring that all of your financial needs continue to be met. Like so many other members of our community, we have temporarily changed the way we do business in an effort to limit exposure. We believe these steps are in the best interests of our valued clients, employees, and our community at-large.
After careful consideration and to ensure the health and well-being of our clients and staff, we have made the decision to limit access to our offices, particularly the lobby and front desk. Our front door remains unlocked and we are available for drop offs, like income tax information, but we encourage folks, whenever possible, to avoid coming to the office. You will only be allowed to drop off, not enter our office areas. We are currently avoiding all face-to-face meetings and contacts. We are constantly monitoring our emails, phones and messages.
We are confident that our clients will not see any disruption to the services we provide. Our firms have made major strides to move to a secure, electronic file system that allows us the flexibility to offer exceptional service anywhere, at any time. Please do not hesitate to contact any of our accountants, investment advisor representatives or staff - we are still available at our usual phone numbers and email addresses.
As we work together to efficiently navigate this ever-evolving situation, here are a few recommendations for how we can communicate more effectively during this challenging time:
Our staff is unmatched in their
commitment to our clients and we are doing the best that we can to keep things
on schedule. We may be working on alternative time schedules and with limited
staff at times, so please understand that we will not be able to process work
at the same speed we normally do, while at the same time being cognizant of
everyone’s health. Our community has faced
difficult circumstances in the past, and we have always come through with a
combination of teamwork, compassion, and perseverance. We have no doubt that we
will overcome this challenge as well. In the meantime, please know that your
well-being remains our top priority.
Terry Lockridge & Dunn
World Trend Financial