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Periodic Planning Review Meetings

April 24, 2019VoorheesNo Comments

It is important that we meet with you on a periodic basis to ensure the plan created for you is being properly administered and maintained so that it continues to meet your planning goals and satisfies your concerns. Periodic review meetings may be scheduled to determine whether changes in the law or in your circumstances or health or family require any updating to your plan. You may expect to hear from us at least tri-annually to schedule these review meetings. As a firm client, there is no charge for such review meetings.

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Voorhees & Ratzlaff Law Group

Headquartered in Chino, Voorhees & Ratzlaff Law Group serves clients in Orange, Riverside, San Bernardino, San Diego and Los Angeles Counties. Our professional roots extend far and wide, providing our clients with access to financial planners, law expertise, courtroom familiarity, real estate agents/brokers, fiduciaries, and productive networking opportunities throughout the Southland, making our clients’ needs easier to manage.

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13831 Roswell Ave., Ste. D
Chino, CA 91710

info@voorheeslawgroup.com

(909) 334-1425

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Our Response to COVID-19

We want to share information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe.

This event, first and foremost, has all of us focused on the safety and health of our families, friends, and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.

We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our firm and our ability to service our clients. We are prepared to continue the high level of service you expect from us.

We love seeing all of you in the office, however we understand if under the current circumstances, you would prefer to have any upcoming appointments conducted over the phone instead. Please just let us know.

If you have any questions or concerns, please do not hesitate to reach out.

We wish everyone good health as we all work to get through this challenging time.

Sincerely,

Kariann Voorhees and Holly Ratzlaff
Voorhees & Ratzlaff Law Group, LLP

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