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Client Referral Program

At Financial Investment Team, we value the trust and confidence our clients place in us. 

The greatest compliment you can give us is the referral of a family member or friend.

However, you may not know how exactly to refer someone to us – what to say or how to describe all the different services we offer.

That’s why we are so excited to roll out our brand-new CLIENT REFERRAL PROGRAM to make it easier than ever to let friends and family know about us.

For example, think about the people you know who are facing one or more of the following:

  • Trying to choose a financial advisor
  • Interested in tax-efficient income planning, preserving assets, or avoiding probate
  • Looking for a second opinion
  • Thinking about retiring early
  • Looking to learn about when to draw social security
  • Uneasy about paying for long-term care
  • Interested in creating a tax reduction plan
  • Facing the loss of a loved one

Once referring, please let your friend or family member know that you have referred them and would like for us to have the opportunity to talk with them. There is never any pressure-just a listening ear and guidance through their financial planning journey.

Referral Form

Your Name *

Your Email *

Referral Name *

Referral Phone Number *
Referral Email