VIP REFERRAL PROGRAM RULES!
1. A referral must be a New Qualified Client.
2. Referrals must schedule an appointment and open an account.
3. We pay You $100 & $100 to Charity in your name if your referral is qualified and opens an account.
4. You become a VIP and are entitled to additional Non-Employee compensation if your referral becomes a "Million Dollar Client".
Free annual 1040 Tax Return Prep & Filing
Free annual Roth Your Retirement Analysis
Free annual Renovate Your Estate Analysis
Submit your referrals below and we'll send you promotional items to help you introduce our firm. *Qualified referrals have $100,000 or more investable assets.