How To Refer Your Friends & Family

Couple meeting with advisor Sebastian Guerra

Refer Your Friends
& Family to Us!

Want to help your loved ones pursue their goals and enjoy the same financial confidence you’ve gained? For example, if you know someone who is:

  • Facing the loss of a loved one

  • Undergoing a medical crisis

  • Thinking about retiring early

  • Concerned about running out of money

  • Interested in protecting assets

Let your friend know we would love the opportunity to talk with them and explore how we might help defend their legacy. There’s never any pressure.

Introduce a Friend

To refer a friend, family member or co-worker to our firm, feel free to input your name, their name, number and email. Our team will contact you directly for permission to invite your referral to attend our next dinner class or social event or to meet with our advisors for a one-on-one planning session.

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.

  • This field is for validation purposes and should be left unchanged.

Hear From Our Team

mobile mock up of 'will your money last as long as you do' white-paper

Bring Your Referral
to Our Next Event!

Invite a friend, family member, co-worker or anyone else you think might benefit from our services to join you for our next dinner class or social event. See our upcoming events HERE.

Sebastian Guerra advisor speaking at conference