For many years, Carter Financial, LLC has had a robust business continuity plan in place that is designed to allow us to continue operations in the event of natural disasters, employee contingencies and other emergencies. Now, in the interest of employee safety and the State of California’s stay-at-home order for nearly all Californians in response to the COVID-19 virus situation, we are putting that plan into action.

As of today, Carter Financial, LLC has moved to a fully remote work environment. Despite this change, we are fully operational and prepared to meet the ongoing needs of clients, including the ability to access client accounts, make transactions and distribute funds. We take our data security seriously and our remote access policy ensures that when client files and data are accessed remotely, they are as secure as when they are accessed from our offices.

Our phone lines will be answered and monitored during normal business hours from Monday through Friday and our associates have full email and client file access during remote operations. In lieu of scheduled in-person meetings we are equipped for virtual client meetings including phone conference calls and video-conferencing.

This is an unprecedented time for all of us. We appreciate your confidence in Carter Financial, LLC’s ability to provide for your needs. We hope that you and your loved ones will continue to be safe and healthy. If you have any questions or concerns please let us know.

Sincerely,
Steve Carter