Roland Financial

Welcome to Our Refer Your Friends and Family 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.

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!

Email your friend or family member's name to Assistant@RolandFinancial.com or fill out the form below. NOTE: We will not contact your referral directly but will wait for them to contact us first.

Unlike some awkward, salesy referral programs, we think of referrals as a way to make a difference in someone’s life. That's why we encourage you to introduce your family and friends to our firm to help them pursue their financial goals.

THANK YOU! We recognize that a referral is the highest honor you can give us, and we thank you for your confidence in us. You can make a "virtual introduction" by filling out the form below. Again, we will not contact your referral directly. We will wait for them to contact us.

Your Name(Required)

Name of Your Referral:(Required)

Want to refer someone else?(Required)

Yes

Name of Second Referral:(Required)

Second Referral Phone Number(Required)

Second Referral Email Address(Required)

Interested in inviting your friend to our next client event?(Required)

Yes

Hidden

Lead Source

Comments

This field is for validation purposes and should be left unchanged.

3910 Caughey Road, Suite 140
Erie, PA 16506
814-833-2999 | Assistant@rolandfinancial.com
Rolandfinancial.com

Advisory services are offered through Roland Financial Wealth Management, LLC, an Investment Advisor in the State of Pennsylvania. Insurance products and services are offered through Roland Financial, LLC an affiliated company. Roland Financial Wealth Management, LLC and Roland Financial, LLC are not affiliated with or endorsed by the Social Security Administration or any other government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Pennsylvania or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

9/20-1329121C