As a client, you are in a unique position to introduce others to us, so that they too might benefit from our services.

Who should I introduce?

Family members, friends, or associates

• Who want to experience continued financial success
• Who share your attitude, lifestyle and level of wealth accumulation

Many of our clients are:

• Retirees from large corporations
• Professional such as Architects, Chiropractors, and Web Designers
• Single and recently widowed women
• Small to Medium sized business 401k plans

Why should I introduce someone?

• We offer outstanding service and financial advice
• All discussions are strictly confidential
• There is no obligation or cost associated with an introductory meeting
• We will treat your friend with the same respect we offer you

How do I introduce someone?

Step 1

• When the topics of money, financial planning, or investments come up, tell your friend or family member what you like about us as financial planners
• Explain how you have benefited from our services

Step 2

• Ask the person if they would like to be introduced
• Tell your friend that there is absolutely no obligation

Step 3

• Call our office, with their permission, and give us their name, address and phone number
• We will send them a introductory kit like the one you received
• Then we will call to set up an introductory meeting OR
• Invite them to one of our educational workshops

Either way we will both have the opportunity to see if we want to work together and your friend may be in a better position than before.