The easiest way to refer a friend to us is to add them to our mailing list. We send one email each week called the "Weekly Market Commentary", which is an easy to read summary of what is happening in the financial markets today, and where we think they are headed in the future. In addition, we put on monthly educational events and will also send out email invitations to those. The goal of the mailing list is to provide you with the most current financial information on the things that will benefit you the most.

Simply fill out the form to the right and we will send them an email invitation. The invitation lets them know that you have referred them to our mailing list and asks them to confirm that they would like to receive financial information from us. When they confirm, they are added to our mailing list. It's that simple.

To show your our appreciation for the referral, once they are added to our mailing list, will send you a $5 Starbucks Gift Card.