Pass Along More Than Just Wisdom
Help Your Loved Ones Plan for Their Journey
At the heart of every family is the desire to secure a brighter future for those we love. We think of you as part of our family and would love to welcome those you care about to join our family firm. Connect your loved ones with a knowledgeable financial professional who can help them navigate the ups and downs of life.
Who Can I Refer?
Think about the people you know who are:
Facing the loss of a loved one
Undergoing a medical crisis
Thinking about retiring early
Concerned about running out of money
Unsure about paying for long-term care
Interested in tax-efficient income planning or preserving assets
Then, let your friend or family member know we would like for them to have the opportunity to talk with us. There’s never any pressure — just a listening ear and thoughtful guidance on their financial situation.
It’s Easy!
Email your friend or family member’s name to info@flahertyfinancialgroup.com or fill out the form below.*
*NOTE — We will not contact your referral directly but will wait for them to contact us first.
Thank You!
We recognize that a referral is the highest honor you can give us, and we thank you for your confidence in us.
You can make a “virtual introduction” by filling out the form below. We will not contact your referral directly. We will wait for them to contact us.