Stay at home measures and communication

mgfs-favicon-full

First and foremost, we hope this email finds you and your family safe, healthy and well.

As these Stay at Home measures now kick into their 3rd week in Illinois and other parts of the country, we at MGFS have nicely settled into the world of working remotely. For those that don’t know we run all of our programs through a number of servers and levels of security for your safety, allowing us to execute for you within and outside or virtually anywhere.

But with changing times comes changing technologies. We are now using Zoom to augment our communications with you so we can connect more often and allow us to see each other if you have camera capabilities (or just see us if you don’t have a camera or choose not to enable). We deeply value our relationship with you and hope that this allows you to better discuss issues that have been concerning you. So, to get ready, please click here to download the Zoom app to your computer or phone. Once done, email or call us anytime you would like to connect! Otherwise, we will reach out to see if you’d like to Zoom soon.

By the way, Zoom is also a great way for you to connect with other friends and family. It is free (with some limitations) and signup is only required if you want to host a session.

Stay healthy and safe!

Regards,

Adam L Schwartz, CFP®, NSSA®
Barry E. Moschel, RICP®, CLU®, ChFC®, CPA
Tom Manno, CFP®

Are you ready to get started with MGFS? Regardless of your situation the MGFS team will diligently work to get it done right – which involves providing you with our undivided attention from planning to execution to follow-up.

Osaic Form CRS. Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DE, FL, GA, IL, IN , KS, MI, MO, MS, NC NJ,NV, NY, OH, OK, PA, SC, TN, TX, VA, and WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Copyright 2026 © Managed & Guided Financial Strategies, All Rights Reserved. Website by Whitefrog.