Absolutely! Technology has made it easy to work with an advisor virtually, regardless of where you are located. Meetings will be handled via Zoom and/or by phone. Documents will be scanned and secured in a virtual, encrypted vault.
Absolutely! Technology has made it easy to work with an advisor virtually, regardless of where you are located. Meetings will be handled via Zoom and/or by phone. Documents will be scanned and secured in a virtual, encrypted vault.