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A Message of Reassurance Regarding Our Business

As federal, state, and local governments take steps to mitigate the spread of the coronavirus, it’s understandable that you may be worried about your financial security—and our ability to continue to oversee your accounts. We wanted to provide some reassurance about our business continuity.

  • Under Governor Evers’ Safer at Home Emergency Order #12 released on March 24, Schmocker Financial is deemed an “Essential Business”.This means we can continue to operate and service our clients from our office location in La Crosse.Rest assured, we have a contingency plan in place in the event this changes and we are ordered to work from our homes in the future.

  • We are actively taking steps to ensure the health and well-being of our staff and clients. We are practicing social distancing and using technology, including phone calls and videoconferencing, to allow us to minimize in-person interactions during this unprecedented time.We request that you not visit our office unless absolutely necessary.

  • We can still be reached via phone or email.In the event our phone lines are busy, you will get our voicemail system.Please leave a detailed message and we will return your call as soon as possible.

  • We can still process any contributions you want to make to your accounts as well as any distributions you want to make from your accounts.If you have periodic distributions already set up from your accounts, these will continue to be processed automatically.If you need any other distribution, just call our office and we will process your request.

  • We are still able to process buy and sell trade orders.Industry regulations do not allow us to accept trade orders via email or voicemail, so we will have to verify any such requests with a phone call.

  • Our broker/dealer, Commonwealth Financial, is also open for business. The firm prides itself on having the infrastructure to support remote work and does not anticipate any operational disruption in its Waltham and San Diego offices.

  • As you are well aware, it has been a very difficult couple of weeks in the financial markets. Stock markets worldwide have dropped sharply on the spread of the coronavirus pandemic. In general, the biggest risk investors face over time is overreacting to events and market volatility, which can negatively impact their savings.We encourage you to call our office to discuss your situation if you are anxious about the markets and your investments.

  • We will post this message, as well as any future updates or relevant information, on our website at www.SchmockerFinancial.com and on our Schmocker Financial Facebook page.

Our hearts go out to all those affected by the coronavirus pandemic. This is a challenging time for everyone, and we want to make sure you know we are here to serve you and address your concerns.

As always, if you have any questions or concerns about your financial situation, please call our office at 608-784-4180.

 

Schmocker Financial Services will work with you to put together the pieces of your financial future.

 

We have been helping individuals and families clarify and pursue their vision of the future since 1976. We strive to provide clients with an unsurpassed level of integrity, service, commitment, knowledge and expertise.