How will COVID-19 affect my Extraco financial or investment plan?
Whether you are familiar with market volatility, or have been impacted for the first time, it's important to understand the mantra "stay the course". When you're investing toward a long-term financial goal, which could be 7 years for some and 20 or 30 or more for others, it's not necessary to depart from a financial or investment plan.
We understand you may have questions and we're here to help. Consider scheduling an appointment with a Wealth & Trust advisor if:
• You're concerned how your accounts may weather changing market conditions
• You're worried that market volatility will make it harder to reach your financial goals
• You're looking for opportunities to potentially take advantage of uncertain markets
• It's been more than a year since your last financial planning appointment
• You're considering having more of your assets professionally managed
To make an appointment, please call 1.866.398.7226.