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Introduce us to your friends & family.

Did you know that many of our new clients come from referrals?  It is primarily through an introduction from our best clients that we have been able to meet high quality people who can benefit from our services.  


To qualify for our Client Advocate Program, simply introduce us to a friend, colleague, or family member who fits our ideal client profile in one of the following ways:



Bring a guest to an event we are hosting



Refer a friend to come to our office for a complimentary financial check up


Provide us with 3 names of prospects to add to our mailing list


We host an annual event exclusively for those who qualify.  This Client Advocate Program Event is a way for us to say “thank you” to our qualifiers, as well as to encourage others to join this special group.