Monthly Referral Drawing
We've done our referral contest in the past and decided to bring it back as a way to reward those of you who are mentioning our name to people and also a way to support local restaurants. If you know someone in need of sound financial advice, we can help!
Our business grows one person at a time because people like you mention us to their co-workers, friends and family.
As a thank you and appreciation for clients who mention our name we will be drawing for a $50 gift certificate each month to a LOCAL RESTURANT of YOUR CHOICE.
Do you know someone who has questions on:
- Protecting their families life style in the event of death or disability
- Determining a track for retirement
- How to pay for higher education
- Saving for other life goals
We are honored you are taking time to pass along your referral. Our pledge to you is this, we will treat your friends and/or family members with the same professional courtesy and respect you are treated with.
What do you need to do to be eligible?
- Fill out the information on this page and be sure to put your name and contact information in the comment section.
- Mention to your referral, we will be reaching out to them.
- When they set up an initial meeting, we will put your name in a drawing for that month. The more referrals, the more chances you have to win.
- At the end of each month, we will draw a name and announce a winner.
- Note that any one individual cannot win more than 4 times per year due to annual gift limit of $100.
Thank you in advance for your considerations, we appreciate your trust and confidence.
Keith Meyers CFP®
Jared Woodward CFP®