The Referral Process

Over the course of our relationship, you may encounter people you know who are going through critical financial events, who are dissatisfied with advice they are receiving elsewhere, or who are just uncertain about the economy. We will ALWAYS make time to meet with the people who are important to you.
If someone is important to our clients, then they are important to us too. Should you ever encounter this situation, we will be happy to act as a sounding board for your friends and family. If they are not a good fit for us or we are not a good fit for them, we will do everything we can to point them in the direction that is most beneficial to them.