WELCOME TO
Beacon’s Black & Gold Club
The Beacon Black & Gold Club is an exclusive group for our clients who support us through referrals. A great way to share the financial confidence you’ve gained with the people you love.
Or give us a call! (615) 716-2061
WANT TO SHARE THE GIFT OF
FINANCIAL CONFIDENCE
WITH YOUR LOVED ONES?
WELL, NOW YOU CAN.
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Connect your loved ones with your Beacon advisor to help them create a well-thought-out financial strategy.
We would be honored to have an opportunity to talk to your friend or family member. There’s never any pressure or obligation—just a listening ear and thoughtful guidance on their financial situation.
IS THERE SOMEONE IN YOUR LIFE WHO IS:
- thinking about retiring soon?
- facing the loss of a loved one?
- undergoing a medical crisis?
- worried about running out of money?
- unsure about paying for long-term care?
- interested in tax-efficient income planning, preserving assets, or avoiding probate?
WHAT’S INCLUDED IN YOUR MEMBERSHIP?
When you refer your circle to us for financial advice, you become a member of the Beacon Black & Gold Club for one year. Many of our clients have recommended our services to others, and since it’s one of the primary ways we build our business, we’ll show our gratitude by hosting exclusive events for our Beacon Black & Gold Club members.
As a member, you will be invited to a special invitation-only event held each year! You’ll also receive the first notice of special client events we hold throughout the year.
QUALIFICATION IS SIMPLE.
1. You refer a friend or family member to our firm.
2. We’ll reach out to them and make sure they are comfortable talking with us.
3. If they are ready to chat, we’ll discuss the best way for us to connect—at an event, over the phone, or during an in-person visit.
Once your referral meets with us, you will receive confirmation from our office that you are now a member of our Black & Gold Club. Also, if your referred friend or family member becomes a client, they will also be invited to our special invitation-only event.
WE ARE SO GRATEFUL THAT YOU ARE PART OF OUR BEACON FAMILY AND WOULD LOVE TO WELCOME THOSE YOU CARE ABOUT TO JOIN OUR FAMILY FIRM.
Through the years, we’ve built a successful firm based on honesty, integrity, and trust with the help of incredible clients like you. Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone’s life. Becoming an advocate for your referral’s financial well-being will mean so much to them.
We value your trust more than anything else, which is why we go out of our way to earn and keep your confidence. Your referral is the biggest compliment you could give us.
THANK YOU FOR YOUR REFERRAL!
To share your referral, please send your referral's contact info to [email protected], or make a "Virtual Introduction" by filling out this form: