We want to make it
easy to share
We know that one of the most important ways that people decide which financial advisor is a good fit for them, is by talking to the people they trust the most. Many of our current clients first heard about our services from a friend or family member that was already our client.
And one of the most common things we hear from our clients is, "Oh, my (brother, sister, girlfriend…) needs to talk to you!" So we wanted to make it as easy as possible for you to share us with those closest to you, by offering you a referral kit.
Who we help
We can offer some help to anyone. But we can be of particular assistance to 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 or preserving assets
