Know someone who could use a Trusted Financial Partner?

Referring someone shouldn’t feel like a Sales Pitch

We get it — referrals can feel transactional, and that’s not what we’re about.

Here’s the simple truth: our best clients come from our best clients. Clients like you.

The other simple truth is that people aren’t sure where to go to get the financial advice that they need.

You’ve experienced how we have helped you firsthand, and you may know someone who, frankly, could really benefit from our help — but has no idea that we exist.

If You Know Someone Who…

  • Is nearing retirement and has questions about their next chapter
  • Wants to know how much they can spend in retirement
  • Needs help creating a tax-efficient retirement strategy
  • Is looking for a personalized approach to their financial vision
  • Could use a second opinion on their current financial plan

If a name came to mind, we’re here to make the introduction simple.

How to Make an Introduction

Ask the person you’re thinking of if they’d like you to introduce them to us? (Joe, you mentioned you were looking for a financial advisor, can I introduce you over email to my team?)

If they would like you to introduce us, Click here to send an email and CC our team.

We’ll drop them a brief note to let them know we’d love to help.

They decide if and when they want to talk.

That’s it. No awkward sales pitch, no pressure, no spam lists, no unwanted calls — just an introduction of someone you care about to someone you think could help.

YOUR TRUST MEANS EVERYTHING TO US.

THANK YOU for considering
Good Life Financial Advisors of NOVA.