Client Advocate Program

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.

We are excited to continue our Client Advocate Program this year.  To qualify for this 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

We will be hosting 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 in this special group.