(800) 943-8804

info@association-financial.com

PNC Center

Suite # 2020, Troy, MI 48084

Mon – Fri, 9am to 5pm

Sat - By Appointment Only

Welcome to Association Financial Services, LLC — Your Path To A Brighter Future

Thursday, July 10th of 2025

(800) 943-8804

info@association-financial.com

PNC Center

Suite # 2020, Troy, MI 48084

Mon – Fri, 9am to 5pm

Sat - By Appointment Only
Association Financial Services, LLC
  • Home
  • About Us
  • Services
    • Education Planning
    • Insurance Planning
    • Investment Planning
    • Personalized Planning
    • Public Notary Services
    • Retirement Planning
    • Social Security Planning
    • Wealth Management
  • Investments
    • Annuities
    • Bonds
    • Commodities
    • Equities (Stocks)
      • How Stocks Trade
      • Types of Stocks
    • ETPs
    • Investment Trusts
    • Mutual Funds
    • Real Estate (REITs)
  • News
    • Industry News
    • Industry Talk
  • Links and Resources
  • Careers
  • Contact Us
Association Financial Services, LLC
  • Home
  • About Us
  • Services
    • Education Planning
    • Insurance Planning
    • Investment Planning
    • Personalized Planning
    • Public Notary Services
    • Retirement Planning
    • Social Security Planning
    • Wealth Management
  • Investments
    • Annuities
    • Bonds
    • Commodities
    • Equities (Stocks)
      • How Stocks Trade
      • Types of Stocks
    • ETPs
    • Investment Trusts
    • Mutual Funds
    • Real Estate (REITs)
  • News
    • Industry News
    • Industry Talk
  • Links and Resources
  • Careers
  • Contact Us
Skip to content
  • Home
  • About Us
  • Services
    • Education Planning
    • Insurance Planning
    • Investment Planning
    • Personalized Planning
    • Public Notary Services
    • Retirement Planning
    • Social Security Planning
    • Wealth Management
  • Investments
    • Annuities
    • Bonds
    • Commodities
    • Equities (Stocks)
      • How Stocks Trade
      • Types of Stocks
    • ETPs
    • Investment Trusts
    • Mutual Funds
    • Real Estate (REITs)
  • News
    • Industry News
    • Industry Talk
  • Links and Resources
  • Careers
  • Contact Us

Why now is still a good time for a financial review

Share

Zoom Video Conferencing Software
Administration Department September 5, 2020 No Comments

It’s funny how quickly we adapt to changing times, isn’t it? The Zoom Revolution is here and video conferencing has reconnected us. Kinda sort of…

Click, meet, and GO

Who would have thought that video conferencing software such as join.me, Skype, and Zoom, would have become such an important part of life – and in fact, a lifeline for many? It’s helped friends and families to keep in touch and enabled many businesses to keep running during challenging times. It’s certainly provided us with an extremely helpful way of staying connected with clients.

Come Tuesday, September 8th, it’s officially back to school for kids (whether online, in the classroom, or both), and the best time to get reconnected with us for a review of your portfolio. Now, at the click of a button, we can securely invite you to a meeting from the comfort of your own home. We can make it interactive through join.me Video Conferencing Software, by sharing our faces and screens to show you documents and charts, and we can record the session so we both have a copy of the meeting. Of course, these meetings also save time because we’re not having to travel to see each other.


That is why, we’ll always be advocates of face-to-face interaction – and why we’re looking forward to seeing you again one day soon (hopefully in person!).

The ‘Zoom Revolution’ has also brought with it a new phenomenon

The phrase ‘Zoom Fatigue’ describes the feeling of being drained after too many virtual meetings, chats, and quizzes. Psychologists explain that the added pressure of being seen on screen is what adds to this feeling of exhaustion. The strain of having to actively show through a small screen that we’re interested in and alert can be very tiring (even if you are!).

It’s certainly true that face-to-face meetings through join.me and other Video Conferencing Software are much more relaxed.

It’s an altogether more natural experience. There’s an emotional connection that happens without even thinking about it. It’s easier to sense when someone needs to pause and reflect, and there are more comfortable silences. There’s also less chance of us talking over one another.

Nothing can replace in-person socialization, a human touch, or just being in the presence of another human being. That is why, we’ll always be advocates of face-to-face interaction – and why we’re looking forward to seeing you again one day soon (hopefully in person!). But in the meantime, we want you to feel confident that your review meetings and catch-ups with us – whether on the phone or via video chat – will still be just as effective as they are in person.

We understand what an uncertain and worrying time it will be for many, and that now more than ever, you’ll want to talk to someone in a relaxed way as much as possible.


We always listen

As always, we’ll listen to your concerns and provide you with feedback and solutions based on your individual needs and priorities. We’ll also make every effort to communicate industry jargon in a clear and simple way.

You’ll also be invited to participate comfortably in the conversation and ask us any number of questions – we really mean it when we say there’s no such thing as a silly question! (And if you’d rather not be ‘seen’ on video, then there’s always the option to switch the camera off).

We hope this provides you with the reassurance that now is still a good time for a financial review.


The bottom line is this: By re-setting your financial plan at this point, we can put recent market performance and your longer-term financial plans into context. It will also give you the chance to pause, reflect, and resettle your mind. Please contact us here to set up a video conference appointment.

—

Posted from Admin at Association Financial Services, LLC

Disclaimer
This is a Financial and Insurance Services Website. The views and opinions of Association Financial Services, LLC, and Association Financial, LLC, do not reflect the opinion(s) of any organization we may be affiliated with, nor are we making official statements on behalf of any company. Information contained in our post(s) is considered true and accurate to the best of our knowledge at the time of posting and as with any written article, there may be omissions, errors, or mistakes. Kindly notify us should you discover any so that they may be corrected immediately. The content provided is for informational purposes only and should not be considered advice, such as financial, legal, tax, or any other type of advice. Tax and accounting services are not provided by Association Financial Services and its advisers, although we may refer these services to licensed professionals in their respective industry. Any information relied upon in our post(s) is used at your own risk. Therefore, we are not liable for any adverse consequences. We are not a professional in the topic or view discussed, unless otherwise stated, and you should always consult with a professional prior to taking any sort of action. We reserve the right to change or modify the content of our post(s) at any time, including the focus and/or content, and how it may be managed.
Account, Investments, Money, Portfolios, Retirement, Security, Technology, Wealth Financial Adviser, Investment Adviser, Performance, Personal Finance, Savings, Tips, Video Conferencing
Post navigation
← Robo-Advisor – Domo arigato, Mr. Roboto!
The IRS combats refund fraud and identity theft by offering IP PINs →

Recent News

  • Preparing for retirement emotionally December 3, 2021
  • Taking a goals-based approach to investment risk January 2, 2021
  • I’m hearing a lot about a CFP lately. What’s with all the noise? November 7, 2020
  • The IRS combats refund fraud and identity theft by offering IP PINs October 3, 2020
  • Why now is still a good time for a financial review September 5, 2020

X

Tweets by @CallAFS

Categories

  • Account
  • Accounting
  • Budgets
  • CFP
  • FINRA
  • Investments
  • IRS
  • Money
  • Portfolios
  • Retirement
  • SEC
  • Security
  • Technology
  • Wealth

Tags

401k 403b 457 Adviser Benchmarks Betterment Budget Computer Electronic Filing Email Fiduciary Financial Adviser Form CRS Goals Hacker Hedgeable Ideas Inventors Investment Adviser IRA Market Online Services Passwords Performance Personal Capital Personal Finance Planning Portfolio Risk Robo-Advisor Roth IRA Savings Sensitive Information SEP-IRA Taxes Tax Forms Tips Video Conferencing Wealth Management

Association Financial Services, LLC

As a Registered Investment Adviser Firm, we provide expert financial advice to both individuals and businesses. With over 25 years of experience, we’ll ensure that you’re always getting the best comprehensive and independent guidance from the top people in our industry.

Quick Links

  • Home
  • About Us
  • Investments
  • Services
  • News
  • Resources
  • Careers
  • Contact Us

Industry Talk

  • Preparing for retirement emotionally December 3, 2021
  • Taking a goals-based approach to investment risk January 2, 2021

Our Weekly Newsletter



    Get In Touch →
    • Facebook
    • LinkedIn
    • X
    • Legal
    • Privacy Policy


    Insurance products offered through Association Financial, LLC, an affiliated company conducting business in 6 states. Advisory services provided by Association Financial Services, LLC, A Registered Investment Adviser Firm, conducting business in 16 states either through registration or an exemption. Association Financial Services, LLC, and its Financial Representatives, may only transact business in a particular state where it is appropriately registered or exempt from registration. Tax and accounting services are not provided by Association Financial Services and its advisers. Please seek the assistance of a tax qualified professional for any tax related questions and concerns, or we can refer you. This site has been prepared for informational purposes only and is not intended to be a solicitation, offer, or sale of investment advisory services to anyone residing outside of the United States.

    This Website is secure and verified by Sectigo Limited.
    © 1998-2025 ASSOCIATION FINANCIAL SERVICES, LLC. All Rights Reserved.
    Top
    Association Financial Services, LLC - FREE Newsletter Signup

    TOTALLY FREE! Cancel any time!

    CLICK HERE TO SIGN UP!

    WHY NOT

    Newsletter

    FREE Weekly

    Call Now Button