Introduce a Friend

Tell Your Family & Friends About Us!

We’re so grateful you’ve trusted us to help you develop a financially independent retirement.

If you think of a friend or family member who could benefit from working with us, we encourage you to refer them using the handy form on the right. Once we have the information, we’ll send them a useful information package and an invitation for a complimentary visit.

  1. Simply fill out and submit the handy online form to the right.
  2. Bring your guest to one of our informational seminars. For more information and to see our schedule of events, please visit

P.S. If your family member or friend attends one of our complimentary, no-obligation visits, we will gladly donate $50 in your name to one of the eight charities we routinely support. You’ll also be added to the guest list for our annual client appreciation events!

  • Greater Baton Rouge Food Bank
  • Make-A-Wish Foundation
  • BR Soldier Outreach – Care Packages for Our Heroes Overseas
  • The Mighty Moms Club
  • Williams Syndrome Association
  • Wounded Warrior Project
  • Louisiana Pediatric Cardiology Foundation (LPCF)