In our attempt to keep our clients that we serve healthy and avoid exposure to the COVID-19 virus, Custer Plumb Financial offices will close effective Wednesday, March 18th until further notice. Financial Planners and Staff will be working from home and available to assist with your financial and account needs. This closure will be reassessed weekly and decisions made based on the impact the COVID-19 virus is having at that time.
We are sorry to add further disruption to your lives, but we believe it to be in all our best interests.
Contact Information:Alex Thairuammit, Finance Manager || Direct: 608-287-3003, Cell: 608-209-8768Brent Ahrens, Executive Assistant || Direct: 608-287-3008, Cell: 715-297-5066Earle Smith, Financial Planner || Direct: 608-287-3009, Cell: 608-556-3976Corkey Custer, Managing Partner || Direct: 608-287-3004, Cell: 608-332-6427Nathan Plumb, Managing Partner || Direct: 608-287-3039, Cell: 608-213-9695Betty Custer, Founder & Managing Partner || Direct: 608-287-3001, Cell: 608-332-6425
Dear Valued Clients,
We hope that your family is healthy and doing well in these challenging times. We want to inform you of a regulatory change the SEC adopted, Regulation Best Interest (Reg BI). Reg BI was adopted in June of 2019 and becomes effective on June 30, 2020. You may have already received a package from Lincoln Financial Advisors and wondered if our relationship with you has changed. No, it has not.
Another question you may have is do you need to take action? No, action is not required. The material you received is informational only and sending to you is part of the regulation. There are two new documents associated with Reg BI; the Disclosure document and the Client Relationship Summary (Form CRS) document. Here is a quick summary from an article in Forbes:
What Is Regulation Best Interest?
"Regulation Best Interest is a new rule that will be enforced beginning June 30, 2020 by the SEC. The regulation aims to provide clarity for consumers across the financial services industry by imposing new standard of care rules for brokers and requiring them to no longer call themselves advisors if they aren’t being held to a fiduciary standard of care. Some say the regulation is a step in the right direction but falls short of other consumer protections that might be necessary."
To read the full article click here: https://www.forbes.com/advisor/investing/regulation-best-interest/
Lincoln Financial Advisors is one of the largest independent broker-dealers with financial professionals located throughout the country. These disclosures were written to be compliant with the regulation and describe services, fees, costs and conflicts relative to many types of financial professionals.
We have and will continue to put your best interest first in our financial planning and services. For decades our “Serve first, last and always” philosophy has been our guiding principle.
If you have any questions or concerns, please reach out to us.
Custer Plumb Financial Team
Custer Plumb Financial Services stands on a long and strong history of success as a widely respected financial advisory and planning firm in the U.S by offering all-encompassing financial services to clients since 1981. We advise on investments which support the health and well-being of our clients, our community and our environment.
When our clients are truly confident in their financial stability, we have done our job. After all, your financial peace is our passion.
Our team of professionals has more than 100 years of combined experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Custer Plumb Financial Services stands on a long and strong history of success as a widely respected financial advisory and planning firm in the U.S by offering all-encompassing financial services to clients since 1981. Our reputation thrives on our high-level of customer satisfaction because nothing means more to us than maintaining your trust and confidence. We advise on investments which support the health and well-being of our clients, OUR COMMUNITY and our environment.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. From growing your wealth, your business, or planning your family's future or your own retirement, Custer Plumb Financial Services can answer your most pressing money questions and guide you toward achieving your financial goals.
Our team of financial professionals can identify financial trends to support our clients' goals and we do so by utilizing the utmost cutting-edge technology because our first priority is your overall financial success. You will find in our MEDIA CENTER educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.
Should you have a question, or wish to schedule a consultation with us, please CONTACT US. We will get back to you quickly.
We stand on a long and strong record of success.
We offer a full-encompassing suite of financial services and products to our clients.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Custer Plumb Financial Services believes in supporting the communities in which we live and work. So do our clients. Through numerous client introductions to charities around the world, our team annually volunteers its time and resources. Our firm donates 15% of annual revenue to non-profit outreach in a variety of local, regional, national and international causes.
*Unaffiliated third party providers not affiliated to Lincoln Financial Advisors Corp.
We support our clients' financial success by utilizing the utmost cutting-edge technology.
We help you learn more about the world of personal finance through compelling financial educational content.
We advise on investments which support the health and well-being of our clients, our community and our environment. It gets us noticed!
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.