The following presentation by New England Capital Financial Advisors, LLC (“NECFA”) is intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from NECFA or any other investment professional of your choosing. Please see additional important disclosure at the end of this penetration. A copy of NECFA’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.newenglandcapital.com.
New Features Coming Soon
I wanted to share some things we've been working on here at New England Capital to improve your client experience. In the next few weeks, we will be adding 2 new features that we hope will make your lives and ours a little easier. One of the things we often get asked is: Can you just text me? As an SEC registered investment advisor, we have to follow strict rules regarding written communication. Text messages sent or received, just like our emails, need to be able to be archived for regulatory purposes. We are implementing a new system that will allow you to text your advisor or our service team, while staying compliant with our regulators.
The other new feature is an online booking system. Rather than trading emails back and forth trying to find the best time to schedule an appointment, we will be able to provide you with a link to find the time that works best for you.
Now rest assured, we will still be keeping our traditional methods of scheduling appointments and communicating with you. Unlike your teenagers, we will still answer the phone. This is just another way to make things easier for those who wish to use the new tools. If you prefer, you can still book an appointment by calling the office and speaking to Sam or another member of our service team. Throughout this process, we have kept in mind what clients consistently tell us, they love calling the office and speaking to a real person, but we also wanted to give you these new opportunities as well. Thank you for placing your trust in us.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by New England Capital Financial Advisors, LLC [“NECFA”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from NECFA. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. NECFA is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the NECFA’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request or at www.newenglandcapital.com. Please Note: NECFA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to NECFA’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please Remember: If you are a NECFA client, please contact NECFA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please Also Remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.