Referral Program

What is your second opinion service?

Give the gift of peace of mind to your friends or family. Our second opinion service is made up of two 1-hour meetings for your friends or family with an adviser from our team. We’ll use this time to walk through our process, just like we did for you, so they’re able to move forward with confidence in their financial plan.

Do you have someone interested in learning more, but feels hesitant? Not a problem! We can set up a brief call to answer preliminary questions, before we schedule time with an adviser.


Who is eligible to take advantage of your second opinion service?


How do I refer?


I referred over a friend or family member. What now?


When can I expect to see a rebate on my fees, and how much can I expect?