Introduce a Friend

There is nothing more complimentary than when our clients entrust us to connect with a loved one who seeks financial guidance.

We're always looking to help our network in nearby Georgia or via remote connection across the United States.

Some of the most common reasons we are introduced via mutual connection are because of life events pertaining to:

Nearing retirement
Loss of a spouse, partner, or other loved one
Receiving an inheritance and wanting to know what investment options are available
Starting a new job and deciding what to do with an old employer plan
Separation or divorce

If you know someone who is in need of financial guidance, please don't keep us a secret. With their permission, fill out the form below and let us know how your loved one would like to be contacted.

Alternatively, send them to our booking page via the blue button, where our clients' family and friends are warmly welcomed to reserve a time to chat with a financial professional. This is a complimentary and confidential introductory meeting for new connections with personal investment questions or concerns.

Family & Friends: Book Here

Helpful Reads for Your Loved Ones

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

What's My 2022 Tax Bracket?

Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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