Is There a Procedure For Making Other People Aware of Our Financial Planning Services?
Our organization works primarily with people who are referred to us by our existing clientele. If your planning experience has enabled you to generate the results you want in your life, then we encourage you to share your experience with others.
Over the years many of our clients have asked us to speak with many of their friends, relatives or colleagues concerning their financial planning needs. We consider it an honor and a privilege and have been happy to accommodate their wishes. For your future reference, we want you to be aware of the standards by which we comply with such requests.
First, confidentiality is the cornerstone of our business. Each of our client relationships is distinctly separate and totally private.
Second, thoughtful and courteous service is guaranteed. This is a people business.
Finally, we will never give advice and counsel to a client without thoroughly understanding his or her needs.
Our purpose in writing this memo is to let you know that if and when you would like us to speak with a friend, relative or associate, you will feel comfortable with our professional standards.
If you would like to refer a friend, relative or colleague, please fill out the from below. Please first ask the individual(s) that you are referring if it is alright for us to call them. We will contact your referral and offer them a complimentary consultation to assess any financial needs or concerns.
We adhere to strict standards of privacy and confidentiality; the names of the people you refer are never shared, sold or otherwise distributed to anyone.
