Business Continuity Planning Announcement
Evershore Financial Group Continuity Plan
Our firm has developed a business continuity plan to assist us when it is necessary to respond to events that significantly disrupt our business operations. Evershore Financial Group is currently operating with all available resources, pending any mandated shutdowns. We are heeding all advisories from the CDC and our Local and Federal governments. If we close our physical locations, you will still have multiple ways to contact your financial professional through rerouted office phones, cell phones, or email. We have established secure tools to be able to manage our business, even when off-site from our physical office.
What this means for you:
1. You will be able to reach and communicate with your financial professional, even if our physical offices are closed.
2. All employees have capabilities to do virtual webinars, Zoom meetings, and conference calls. We have enhanced our ability to use DocuSign and other electronic tools to minimize the need to physically meet. If you have a meeting in the upcoming weeks and would like to move to a virtual meeting, please contact your financial professional.
3. Processes, administration, and access to accounts and funds will continue as usual.
4. Evershore Financial Group has offices located in Orlando, Boca Raton, Palm Beach Gardens, and The Villages. In the event of a disruption in a business district, city, or region, we may transfer operations to one of our three other locations.
Please be assured that we are not suspending or closing operations at this time, and staff will continue to be available to you. As a "Florida-Hurricane" based firm, we have prepared, tested, experienced, and endured physical outages and market volatility in the past, and are well prepared. We're honored that you have entrusted us with your business and are committed to helping you plan for a secure tomorrow.
Evershore Financial Group Family
Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3001445 DOFU 3/2020