Broker Check

Referral Campaign

Refer a Friend, Receive an Invitation for a Private Appreciation Event.


One of the surest signs from our clients of trust and confidence is when they refer their friends, family, and colleagues to our firm for a financial review and advice. Many of clients have recommended our services to others, and since its our primary way to grow our business we are always grateful for their referrals. 


Refer Someone Today!

Situation when Someone Might Need a Financial Advisor on Their Side

1. Retiring soon – Maximizing retirement income requires smart decisions around complex topics such as Social Security, 401(k) and IRA withdrawals.

2. Manage your own investments – Individual investors should check their strategies with unbiased third parties. You may be overlooking opportunities in your portfolio.

3. Have children – Whether you’re saving for college or planning their inheritance, there are several ways to ensure your children are taken care of.


4. Inherited money – Have you noticed lottery winners often declare bankruptcy? It can be difficult to manage sudden increases in wealth.

5. Have a financial advisor – Depending on how you chose your advisor, there may be a better one for you. Family referrals are convenient but don’t always produce results.

6. Divorcing – Untangling finances in a divorce can be messy. Impartial advice is key.

7. Want to build wealth – If you’re still decades from retirement, good decisions today can add thousands to your retirement accounts.

 

Invite a Friend between February 15th and May 15th and you, your referral and two guests can enjoy the night out at a ballgame. Even potential meet Former New York Yankees Great Sparky Lyle. If you cannot attend the game we are able to offer other tokens of our appreciation for referring Kucharski Financial Services.