Email : jude@upperlinefinancial.comPhone: 504-610-5833

Upperline Financial Planning Hurricane Isaac Update

In preparation for the arrival of Isaac in the coming days, we have evacuated the Greater New Orleans area.  While we don’t expect a catastrophic result from this storm, it is critical to us that we protect our families and are able to serve our clients if urgent financial needs arise, which we may not be able to do in the case of an extended loss of power or communication ability in a disaster-affected area.

Contact:

Jude is available on his mobile phone at 504-610-5833.  The emergency phone number is 773-696-5929 which will ring his mobile phone or his hotel room in Houston, and in the event of an extended evacuation will become our primary phone number.  Our email is hosted outside of Louisiana and thus we are not expecting any service interruptions, so please contact us at jude@upperlinefinancial.com with any questions that you may have.

Data:

The security of client data is one of our most critical performance measures.  We use a top-ranked hosting provider that is not located within the storm affected area and anticipate no issues.

Investments:

If you need to access funds from any of your investment accounts, please contact us.  You may also contact your investment managers or their third-party custodian directly for any withdrawal requests or other service-related issues.

We are hoping for the best for our client families and the city that we love.  Please reach out to us if there’s anything at all that we can do to assist you, or simply to check in.

Yours truly,

Jude

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