Solutions Group_Portfolio_Covid19 Resour

Clients and Friends,


To start, we hope that you and your family are healthy and doing well. These are challenging and unpredictable times for us all. As mentioned in our previous communication, the safety and health of our partners, staff, clients, families, and the communities in which we live and work are and will always be our top priority.


We understand that this is a busy time of year and one in which our clients communicate more frequently with their consultants. We want to assure you that our CRI Solutions Group professionals remain available to assist you with your current business consulting needs. The methods by which you communicate with your consultant may differ, but the same level of quality delivered by the professionals you know and trust will remain the same.


We’ve formed a cross-functional team of professionals to construct preparedness plans to ensure continuity of services to our clients, as well as to keep our clients informed of the latest changes as they push down from the federal government. Our parent company, Carr, Riggs & Ingram, LLC (CRI), has put together a COVID-19 Resources page and will continue to update this page with information as things change. Our CRI Solutions professionals are continuously monitoring these updates, both at the federal and state levels, and we aim to communicate their impacts to our client base as the official guidance is determined.


In the interest of “social distancing,” as recommended by the CDC and federal government, to help limit the transmission of COVID-19, we suggest the following in regards to your business situation:

  • If you require electronic downloads of forms, please remember that CRI Solutions offers ShareFile, an option for transferring your information to your CRI Solutions consultant securely. Check out our ShareFile FAQ here.

  • Please let your CRI Solutions professional know via email if you need a ShareFile link to upload any documents, and we will happily send you one.

  • Should you have multiple items to send to your consultant, we request that you summarize those in a spreadsheet and send via email or ShareFile.

  • If you still prefer to meet with your consultant, please call or email them beforehand to coordinate the meeting. Some of our consultants are working remotely and may need to plan ahead. Thank you in advance for your cooperation in this matter! You can contact me directly here.

The steps taken to protect our professionals and our clients in helping slow the transmission of this virus will not impede our ability to continue to meet your needs. Our firm is open, and we are focused on you and your business.


Thank you for allowing us to serve you. We are proud to work with you as we navigate this trying time together.


Stay well,


Tim Woods


CRI Solutions Group