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Connect them with a knowledgeable professional at Guardian Wealth Advisory Group who can help them navigate the ups and downs of life.
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.
We think of you as part of our family and would love to welcome those you care about to join our family firm.
The clients we work with share some commonalities. They are people who are:
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:
Have your loved one text “Let’s talk about my retirement!”
to 847.306.9906 or call our team at 847.741.2284 to schedule a visit.
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!
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.
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.