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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:

Have them attend one of the educational events we host throughout the year (virtual or in person).

Have them complete a complimentary meeting with us to review their financial goals.

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.

This year we hosted our event at Baldamar Steakhouse.  Great company, food and conversations!  Thanks to everyone who attended!