A Letter From Troy

Thursday, March 19th, 2020

Aloha Valued INPAC Clients,

Our Firm’s primary purpose is to protect your plan and portfolio from uncertainties in the market and account for the volatility of life.  Every day we are paying attention to our global economic outlook as well as the risks that affect us in the communities we live and work in.  In the past few weeks, things have gone from being a concern halfway around the world to personally affecting our daily lives in Hawaii.

As a result, I am implementing several new business practices to address the effects of the “Coronavirus” also known as COVID-19.  These changes are to ensure our processes and services will remain “business as usual” while ensuring safety for our INPAC Ohana and Clients.

Effective Friday, March 20th, due to flight restrictions and the possibility of transmission, we will be conducting scheduled meetings virtually for clients of all islands.  

-              Our Honolulu, Kauai, and Hilo offices will be open ONLY for clients with appointments which require signatures or check drop-offs.

-              Our Maui office will be closed and all meetings that require signatures or check drop-offs will be handled electronically or by mail.  If you have an upcoming meeting (that does not require a signature or check drop-off), you will be contacted directly by our office and provided with a link for our meeting using https://www.gotomeeting.com/.  

Although our doors may be closed, our office and operations will remain open during normal business hours – Monday through Friday, 7:30 AM to 4:00 PM.  All other aspects of the business will operate as usual.

We still want to provide the best service possible to you while ensuring a safe work environment for everyone.  In order to do this, our non-customer-facing employees will be working remotely and practicing the use of social distancing techniques.  The security of all client information is one of our highest priorities.   As a result, we have implemented hardware and processes to protect your data and received compliance approval from SagePoint Financial that meets all required guidelines for supporting a remote workplace.  

As always, we are here to serve you during this highly emotional time when it comes to the market, economy, your portfolio, and your plan - NEVER hesitate to reach out to us should you have any questions or concern.

Mahalo for your understanding and support,

Troy Wada, AIF

Principal, INPAC Wealth Solutions