INTRODUCTION TO OTHERS
Most of our clients first come to us as an introduction from a friend, coworker, or family member.
If you know someone preparing to retire or already there who needs help, feel free to share their name and contact information so we can send them a free RETIREMENT READINESS overview and RETIREMENT RISKS sample.
We value your relationship and want to make sure anyone introduced to our firm is 100% comfortable, and their privacy is respected. Our process involves sending an introduction package, then we put the ball in their court and let them connect with us when they’re ready.