Are You Ready to File Your 2021 Federal Tax Return?
Posted on April 07, 2022
Planning and Guidance, Tailored To Your Life and Goals
Posted on May 15, 2020
<![CDATA[As travel bans and social distancing have forced the majority of the workforce to shift to working from home, video conferences and messaging platforms are substituting for almost all face-to-face communication to keep operations running smoothly. By this point, it is likely you have engaged in some sort of virtual meeting via Zoom, GoToMeeting, FaceTime, or any of the numerous video conferencing platforms. Over the past month and a half, Bradley Wealth has successfully conducted over 40 Progress Review Meetings with clients, as well as hosted a client-wide True Wealth Town Hall via Zoom. Zoom has provided meaningful connection when people need it most. While this move to video conferences and virtual meetings has been necessary, we see this technology continuing to play an integral role in how we meet with our clients long after COVID-19. First and foremost, no, we will never eliminate in-person client meetings. Until deemed safe by our federal and local governments, however, we will continue to meet virtually as we have been doing. We see tremendous value connecting with our clients in-person and always will. The human connections piece of an incredibly important planning or portfolio decision sometimes can be tough over virtual meetings. For that reason alone, we will always offer to meet with our valued clients in-person. It is your choice! A virtual meeting may be a best practice for a number of reasons, including: