We Are Here For You As An Essential Service

Governor Tony Evers Issues Emergency Order #12 Safer At Home

Dear Friend,

Wisconsin Governor Tony Evers issued the Safer at Home order on Tuesday, March 24, 2020.

It goes into effect Wednesday, March 25, 2020 at 8:00 AM CST and remains in effect until at least 8:00 AM CST Friday, April 24, 2020.

The order bans all non-essential business and travel. Residents are ordered to stay at home or at a place of residence. There are a few exceptions, most notably, trips for supplies or medical attention or care-taking of family or friends.

What we do for you at Client First Tax & Wealth advisors is included in the emergency order as an essential service (Emergency Order #12, Section 13, part L. Financial Institutions and services and part U. Professional services) during the COVID-19 pandemic.

We are here for you.

We are open for business to serve you, just not for in person interactions.

Because of the Coronavirus (COVID-19) pandemic, how we work together will change.

As we stated in an earlier communication dated March 17, 2020, every client interaction will be through phone, video call or email.

For those still needing to get their taxes completed, we have a secure digital process for you to provide your documents to our team. This process has worked wonderfully the past 18 months for our out of the area clients. All that is needed to get started is your email address. It is ready to work well for those more local to our office to have a phone in-take and phone delivery to get your taxes filed on time.

For those needing any insurance, investment or financial planning assistance, all of it can be handled with our team via phone and email or video conference.

For those individuals wanting to explore or complete their transition to Client First, this can also be handled via phone, email or video conference.

Again, please stay home and take care of your health and the health of those you care about the most.

We are able to use various technology tools to serve you to ensure our TrueHolistic process and our Adaptiv Investment Management System are working for you.

We’re here when you need us.

Please call 262-335-1700  when you're ready.

To review:

  • March 25, 2020 – April 24, 2020 “Safer At Home” order is in effect
  • Client First is an essential business and here for your financial health
  • All client interactions are through phone, video call or email

Thank you for reading, thank you for your consideration and thank you for your cooperation.

We look forward to working with you!

Here's to everyone's good health.

Your Client First Team,

Client First is an essential service