Want to help those you know pursue their goals as they are working toward their retirement years? Well, now you can.
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Connect those you know with a knowledgeable financial professional who can help them navigate the ups and downs of life.
For example, think about the people you know who are:
- Retired or retiring within the next 3-5 years
- Have a 401K with a previous employer
- Are exploring financial strategies from an experienced advisor
- Recently Laid Off
- Is a Federal Employee who is facing a RIF (Reduction in Workforce) or a VERA (Very Early Retirement Authority)
- Ways to help save money on taxes in retirement
- Looking for guaranteed retirement income, through the use of fixed insurance products
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.
We think of you as part of our family and would love to welcome those you care about to join our family firm.
It's easy!
When you refer a friend or family member to our firm and they contact us 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 way to make a difference in someone's life. That's why we encourage you to introduce your family and friends to our firm to help them pursue their financial goals.
