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 disabilityDetermining a track for retirementHow to pay for higher educationSaving for other life goalsWe 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® Refer a Friend! Name Email Address Phone Comments Thank you! Oops!