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The greatest compliment a client can give is the referral of a family member or friend. 

Empress Elite Club is an exclusive group for our clients who support us through referrals. Through the years, we've built a successful financial advisory firm largely through word of mouth and referrals from our existing clients. As a token of our appreciation, we've founded the Empress Elite Club. As a member, you will be invited to a special invite-only event held each year. 

Qualification is simple! Just refer a friend or family member to our firm. Once your referral becomes a client, you will receive confirmation from our office that you are now a member of our exclusive club. It's that easy!

Who should you refer? 

  • Individuals who are retiring in the near future, or recently changed jobs

  • Those looking to set up a financial plan and get organized 

  • Anyone who is not happy with their current financial advisor and/or would like a second opinion  

  • Parents wanting to save for children's education  

  • Women who are in the process/recently divorced, or widowed  

  • Baby boomers concerned about protecting their nest egg  

  • New parents who may need life insurance and estate planning  

  • Individuals who are concerned about how to pay for long term care needs  

  • People who complain about paying too much in taxes  

  • Anyone you know who recently received an inheritance and has concerns regarding management and taxation 


*Note: Membership is determined on a calendar year basis.

Refer a Friend!

Please take a moment to fill out the form and provide at least one form of contact (phone and/or email). We look forward to meeting them!

Thank you for thinking of us!

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