Dear Ladies and Gentlemen,
As the CEO of a Risk Management firm, I have made the decision to reopen our operations. After looking at the science and assessing the risk, I decided to end the “lock down” beginning May 15th. If you want to schedule a consultation, please call Philly at 1-888-753-6664. Speaking of Philly, please see “Employee Spotlight” on page two (2). She has been with me for several years and deserved to be recognized for her loyalty, hard work and devotion to our firm. Many of you have never met her unless you attended one of our company events or seminars. Hopefully, this will allow you to get to know her better, so instead of me doing a profile she will give you a brief history in her own words.
Before we begin, I wanted to answer some of the questions about our plans to reopen and our expansion to NJ.
Consultations: I plan to resume face to face consultations beginning May 15th, following all CDC protocols to ensure the safety of everyone involved. Although we were considered an “Essential Business”, in April I made the decision to cease client contact for 30 days. After watching the economy collapse, 30 million fellow Americans lose their jobs and the stock market have its worst quarter since 2008, I felt it was time to get back to work helping my clients and their friends protect their life savings. Just last week a lady called stating that she lost 1/3 of her portfolio due to the market collapse. She is 67 years old and needs the income from the assets to supplement her lifestyle. She stated her advisor told her “Don’t worry, we are in this for the long run!” She replied, “We who, it’s my money and I want it protected!” She asked when I could help her, so now is the time!
NJ Office: We had to delay the opening of our NJ office due to the virus, the expansion will happen in early Fall. The decision to expand was based on one reason, “Demand”. As many of you know, I am very involved with the Portuguese Community in Palm Coast. For the past 11 years I have been devoted to helping promote the Portuguese Culture and their charitable endeavors. Most of my clients of Portuguese descent had retired after spending many years working in the Labor Unions in the Northeast or as business owners. This in turn led to forging relationships with Portuguese Media and management in several of the Labor Unions in NJ and NY. I decided it was time to expand and open an office in Newark, staffing and office space were in the works prior to the outbreak. Like I said, this will go forward as soon as possible. By the way if you want to join the Portuguese Club, contact our office and I will send you the paperwork, there are many events that I am sure you would enjoy!
Fred’s List: Weekly I am asked who I should use for this service or that. I decided to compile a list of privately owned businesses here and in the Northeast that I know provide reliable services. If you know of a business owner that would benefit from being on our list, please email their business name and contact information to Kevin Mockel at dolphinprinting@bellsouth.net and we will add them. Our goal is helping our friends in these difficult times to stay viable; we will put them on our company Facebook, please do the same. These owners need our support, so please give them your business if possible.
I look forward to our future and the pursuit of helping as many people as possible protecting their life’s work. I will keep you up to date on the seminars, be safe and God Bless.
Freddie Hackney, CEO
Hackney and Associates
Employee Spotlight: Philly Rose
Philly Rose: “I was born in the summer of 1961 in Bainbridge MD. My father, who is now deceased served in the U.S. Navy and my mother is a writer and currently lives in central CA. My father was transferred to San Diego where I grew up spending days at the beach and deep-sea fishing with my father on his boat. My mother had me enrolled in SAG and I did some modeling, singing and was involved in music and our Church Choir. I still play the guitar and flute, thanks Mom! I had always desired to be in the Aviation Industry, so I took flying lessons and went to work as an Airline Professional and spent 12 years in that industry in CA. Leaving that business I got educated in the Beauty Industry and became the first Manicurist at one of the top resorts in Palm Springs and had an A-list clientele. After leaving CA I made a left turn up to Maine and Explored the “Wilderness” side of life for a couple of years and quickly got tired of the snow. I decided to move to Florida where I met Freddie Hackney who offered me a new career path 6 years ago. I became a fully licensed Health and Life Insurance Agent and was promoted to Executive Office Manager in 2014. I really enjoy working with our clients and developing new strategies to grow this business.
I must add that Philly was instrumental with developing our New Smyrna Beach territory. She is a valued and cherished member of our team and recently moved to Plantation Bay in Ormond Beach where she has become an avid golfer!