Connections for a Cause

A simple way to introduce us to your friends and family so we all can influence their lives and this community we call home.

Oh, and we get to have some fun in the process!

Want to help your loved ones pursue their retirement goals?

women-at-brunch

Well, now you can.

Connect them with a knowledgeable professional at Guardian Wealth Advisory Group who can help them navigate the ups and downs of life.

What is Connections for a Cause?

We implemented this program not only because we want to fill our days spending time helping and working with families just like you, but also because we recognize this as an opportunity to provide meaningful benefits to causes near and dear to our hearts.

Nothing makes us happier than having a real, positive impact on your financial and everyday life. That is why we want to do the same for your family and friends. Our Connections for a Cause program allows you to provide your loved ones with the same financial stability Guardian Wealth Advisory Group has helped you create while also giving us the chance to support some great local organizations.

Every time one of your referrals visits with an advisor on our team for an initial consultation, Guardian Wealth Advisory Group will donate to one of our chosen charities for the year.

Who do I refer?

We think of you as part of our family and would love to welcome those you care about to join our family firm.

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The clients we work with share some commonalities. They are people who are:

    • Retired or soon to be retired
    • In need of a second opinion
    • Coping with a loss (job, loved one, investments)
    • 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, preserving assets or avoiding probate

How do I refer someone?

We want these experiences to be unforgettable, not uncomfortable.

Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone's life. That's why we encourage you to introduce your family and friends to our firm to help them pursue their financial goals.

There are several easy ways to refer someone:

Call Us

Have your loved one call our team at 847-741-2284
to schedule a visit or phone call.

Attend an Event

Invite a friend or loved one to an in-person event or online webinar. Our upcoming event calendar can be found by clicking the “Attend an Event” tab in the menu.

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Who and how does this program help?

We believe the beauty of Connections for a Cause is that it creates a win-win-win-win situation, potentially providing benefits not only for you and your friends, but also for our community!

You get to help someone you care about.

The person you referred gets help with their retirement strategy.

We get to make a positive impact on others and causes near and dear to our hearts.

Several great organizations get resources to assist more people in our community.

Every time one of your referrals has an initial consultation with our team, Guardian Wealth Advisory Group will donate $25 to your selection of one of our chosen charities for the year.

Make a difference. Make a referral.

The greatest compliment you can give us is the referral of a family member or friend. We take that honor quite seriously.

Please send our information along to your friends and family who may benefit from our services.