Want others to experience the kind of financial confidence you’ve found while working with us on a well-thought-out financial strategy? Well, now you can.
All it takes is connecting them with a trusted financial professional who can help navigate the ups and downs of life.
For example, think about the people you know who are:
- facing the loss of a loved one
- undergoing a medical crisis
- thinking about retiring early
- concerned about running out of money
- unsure about paying for long-term care
- interested in tax-efficient income planning, preserving assets or avoiding probate
Then, let your friend or family member know you'd like for them to have the opportunity to talk with us. There's never any pressure - just a listening ear and thoughtful guidance on their financial situation.
It’s easy to get started!
When you refer a friend or family member to our firm, we reach out to ensure they are comfortable talking with us. If they are, we'll discuss the best way for us to connect - at an event, over the phone or during an in-person visit.
Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone's life. That's why we encourage you to become an advocate for your referral's financial well-being and celebrate the courage it takes to face one's finances head-on!
Another popular option is our no-obligation “Sounding Board Service.”
Maybe you’d like to refer someone who just has a financial question (or two) but isn’t looking for a new financial advisor. Our team of professionals would be more than happy to talk and help them better understand their financial options.