WELCOME TO

Beacon’s Black & Gold Club

The best way to share the financial confidence you’ve gained with the people you love

WANT TO SHARE THE GIFT OF

FINANCIAL CONFIDENCE

WITH YOUR LOVED ONES?

WELL, NOW YOU CAN.

________________________________________

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?

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.

IT’S SIMPLE.

You refer a friend or family member to our firm.

We’ll reach out to them and make sure they are comfortable talking with us.

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.

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.

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 special events for our Beacon Black & Gold Club members.

THANK YOU FOR YOUR REFERRAL!

To share your referral, please send your referral's contact info to Retire@BeaconCM.com, or make a "Virtual Introduction" by filling out this form:
  • This field is for validation purposes and should be left unchanged.

Pin It on Pinterest

Loading...