Friends of the Family Club
The friends of the family club is an exclusive group of clients who support us through introductions to their friends, family and co-workers who are seeking retirement guidance. As a token of our appreciation, members are celebrated at a special event held each year.
We are looking for nice people just like you!
After decades in the financial services business, we’ve learned that our amazing clients know other amazing people. The growth in our practice over the years has come from client referrals and personal introductions.
Not sure who to introduce?
We work with a variety of different types of clients across the country.
Regardless of location or circumstances, we are committed to providing an exceptional experience to your friends, family, and co-workers.
Do you know any recent retirees or people nearing retirement? (Especially in the next 5 years?)
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Has someone recently shared that they aren’t happy with their current financial advisor?
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Do you know someone who worries about their future income?
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Has someone recently confessed that they aren’t having the retirement they dreamed about?
Whether this person is your neighbor, a member for your family, church, or a friend from work, we’d love to meet them and see if we can help.
By introducing someone you care about to our team, you can guarantee they will receive the same care, attention, and dedication we enjoy providing to you.
How Does It Work?
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Simply provide us with the name and contact information of a friend or family member who may be in need of our services.
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We will reach out immediately to introduce ourselves and see how we may be able to help.
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Once we meet with your referral, you're in the Friends of the Family Club. It's that easy!
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For every year you make at least 1 referral, you’ll continue to be a member. We aren’t asking for a guarantee or for you to “sell” our services. We are simply asking for an introduction.
Were you referred to us by a client of Winston & Companies?
That's Great!
Simply fill out the form below and we'll reach out to you ASAP!
Join the Club.
Just provide us with some information below so we can reach out and see if we can help.
