Emergency / Disaster Information

Our commitment to maintaining stable operations and clear communication in the event of an unexpected disruption.

Trademark Financial Management maintains a comprehensive Business Continuity Plan designed to protect client accounts, maintain essential functions, and support uninterrupted communication with advisors and organizations.

Purpose of Our 
Continuity Plan

The plan outlines how our firm will respond to natural disasters, power outages, technology issues, or other events that could affect normal operations. Its goal is to ensure that critical functions—particularly trading, investment operations, and client communication—continue with minimal disruption.

Emergency Procedures

In the event of a disruption:

We activate remote work protocols for all employees.

We access systems through secure, redundant technology platforms.

We coordinate with custodians to support trading or account-related needs.

We maintain regular internal monitoring to help confirm portfolios remain aligned with expectations.

Our systems allow authorized staff to continue key investment and operational responsibilities from secure remote locations.

Communication Commitments

If business operations are affected, we will provide updates to advisors and organizations through email and phone. Updates will continue as needed until normal operations resume. This page will be updated with relevant information when appropriate.

Access and Service Protections

Account access through custodians such as Charles Schwab remains available independently of our office operations. Custodians maintain their own continuity procedures to support trading, account inquiries, and client service needs.

Contact for Support

If you experience difficulty reaching us during an unexpected event, please use the following:

Email: info@trademarkfinancial.us
Phone: 952-358-3395

We will respond as soon as possible.