Welcome to Our

Client Referral Program

A simple way to share the financial confidence you’ve gained with the people you love

Want your loved ones to experience the kind of financial confidence you’ve found from working with us on a well-thought-out financial strategy? Well, now you can.

............

All it takes is connecting your loved ones with a trusted financial professional who can help them navigate the ups and downs of life.

now-you-can
for-example

For example, think about the people you know who are:

  • facing the loss of a loved one
  • undergoing a medical crisis
  • thinking about retiring early
  • concerned about running out of money
  • unsure about paying for long-term care
  • interested in tax-efficient income planning, preserving assets or avoiding probate

Then, let your friend or family member know you’d like for them to have the opportunity to talk with us. There’s never any pressure — just a listening ear and thoughtful guidance on their financial situation.

We think of you as part of our family and would love to welcome those you care about to join our family firm.

It's Easy!

When you refer a friend or family member to our firm, we reach out to ensure they are comfortable talking with us. If they are, 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. That’s why we encourage you to become an advocate for your referral’s financial well-being and celebrate the courage it takes to face one’s finances head-on!

its-easy

It's time to refer! To share your referral, please send your referral's contact info to contact@jonesretirement.com , or make a "virtual introduction" by filling out this form:

Contact Us

Phone: 810.775.6637
Email: contact@jonesretirement.com

Our Location

230 N. 2nd St., Suite 200
Brighton, MI, 48116
Get Directions

Check Us Out

brokercheck-white
Read Full Disclosure
Read Full Disclosure

Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a Financial Services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an Investment Advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to Investment Advisor requirements. AEFS, AEWM & Jones Retirement Advisors are not affiliated companies.

3078999-8/23

Call Now Button