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Empress Elite Club

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  
  • Anyone who is not happy with their current financial advisor and would like a second opinion  
  • Parents wanting to save for children's education  
  • Those looking to set up a financial plan and get organized  
  • Women who are 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 taking care of a family member's 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.