Referrals Are Welcome!
Referrals are the cornerstone of any service business. This firm relies on satisfied clients as the primary source of new business, and your referrals are both welcome and most sincerely appreciated!
Since your referrals are generally individuals you are well acquainted with, you may have some concern that your business matters will be discussed with the new clients that you refer. This office guarantees the confidentiality of client information. Your personal, financial and tax data will not be shared with anyone else.
An Expression of Confidence
When you refer clients to us, you are expressing your faith and confidence in the services that we offer and will continue to provide to you. You may have business associates who need financial planning, or family and friends who struggle with their finances every year. No matter who you refer, rest assured that their individual financial needs will be handled in the same professional manner as yours have been.