Serving Those who serve
During this crisis, Bisdorf Palmer Private Wealth Advisors is offering meetings via teleconference to discuss any financial needs, concerns, or questions that folks may have (such as what to do with their 401k when they leave their job, how to cope with the volatility in the stock market, how to save appropriately for retirement, build emergency funds, fund college, life insurance, get a will done, etc.).
We have been partnering with Jersey Mikes to serve lunches to the medical staff working tirelessly at various hospitals. We have been helping our older clients as needed with shopping and generally taking care of needs in the community as they arise. We have also been providing education online in regards to the Cares Act, the market environment and Secure Act.
Bisdorf Palmer is a full service financial planning firm and we are offering the same services as we always have (comprehensive financial planning, investment management, 401k and business Plans, Employee Education, long term care and disability planning, end of life planning, etc. ) with more online education and seminars in the works for the future. We offer a complimentary consultation to any person or business to determine if we will work well together.
BISDORF PALMER PW ADVISORS- 201 American Concourse, Suite 310, Ft Worth, TX 76106