CLIENT REFERAL PROGRAM
We have found that contacts made by referral from existing clients are more likely to need and value our services
so if you are an existing client, as an incentive to refer us, we will give you your choice of:
$25 Credit towards your current year tax return
$25 off your next broker assisted stock trade
$25 off your next quarterly invoice for advisory services.
For the name of any friend or associate you provide who may have the need for our financial services, the
first time we do any business with them as long as you are still our client.
ACCOUNT TRANSFER PROGRAM - Transfer $25,000 or more in cash or equities, or $50,000
in fixed income securities to us we will reimburse the transfer fees on any brokerage account, mutual fund, annuity contract,
or retirement plan. Call for details first as some exceptions may apply.
To view your brokerage account or to obtain fund information and performance data select from the following
Brokerage Account Access
Invesco Aim Funds
Wells Fargo Funds
First Eagle Funds
Van Eck Funds