Thursday, March 26, 2020
We, at Traditions Wealth Advisors, hope this finds you well—literally, during these Covid 19 virus times. We hope you are isolating, when necessary, and enjoying the great outdoors, if the pollen is not too high, like it is here in the Brazos Valley. We are being diligent and prudent during these challenging times—all of us are working from home and I will be the only one to venture in to the office only on an occasional basis to check the snail mail and any voice mail messages. We are all being very careful and cautious so that we may continue to be productive on your behalf. In fact, I have no choice but to be very careful as my daughter has already forewarned me that if I don’t “shelter in place” at home, instead of staying at the office, I may not receive a visit from her 20 month old son, my first grandchild, as soon as I hoped.
We are financially healthy as well, which is very important, and we are “practicing what we preach”. We have in excess the 3-6 months of fixed expenses cash reserves that we recommend for all of our clients. We also very little debt on the company. In other words we are very solvent and control our expenses closely so that we may continue to serve you for long time.
Be healthy physically, mentally and financially. We will help with the financial side and if we can help with anything else don’t hesitate to ask. We are here to serve you!
Brien, Sarah, and Michael
Brien L. Smith, C.F.P.® Practitioner
Wealth Manager/ Founder / Owner
celebrating 30 years of service
Traditions Wealth Advisors, L.L.C.
2700 Earl Rudder Freeway S.
College Station TX, 77845