Refer a Friend to our Web Site

It is our goal to provide personal and confidential service that will enable our clients to create and preserve wealth.

We can send a note (with a link to our Web Site) to a person you suggest we contact.

Should you wish to refer a friend, family member or colleague to The Financial Advisory Group, kindly complete this confidential referral form. 

They will receive a communication from us, referencing your referral, suggesting that they consider utilizing our services (text below).
Your Information:

Name:      
Email address:  

Friend's Information:

Email address:    
 Name:      
 Address:  
 Address:  

      City  State &  Zip 
  

Telephone Numbers: 
Day:        
Evening:   

Checklist of Services Offered:  
Comprehensive Financial Planning
Weath Management / Investments
Stock Options & Concentrated Positions
Estate Planning / Gifting / Asset Transfer
Securities Brokerage
Investment Securities & Insurance
Real Estate
Retirement Planning for Individuals / Lump Sum Distribution Planning
Educational Funding
Retirement Planning for Businesses
Business Services
Risk Management / Insurance
Credit & Debt Management
Trust Planning and Management
Tax Consultation and Return Preparation

Other topics likely to be of interest:

The following message will be sent to your friend, and will contain the information you entered above:

 

Dear: ______________________________ (Friend or Colleague's Name)

Subject: The Financial Advisory Group's Web Site

The Financial Advisory Group is an investment advisory firm working exclusively by referral. We provide personal and confidential service to their clients.

Mr./Ms. _________________________   thought that you might benefit from knowing us.

The topics they thought you would be most interested in were (Topics Checked and/or reason(s) given by persons making the referral):       __________________________________________________________ __________________________________________________________ __________________________________________________________   

You can visit our web site [www.moneyjungle.com] for additional information.

Yours sincerely,

_____________________________ 

James O. Davis, Founder
The Financial Advisory Group

 

Securities offered through Centaurus Financial, Inc., a Registered Broker/Dealer, Member FINRA/SIPC
James O. Davis, Registered Representative [California Insurance License #0712211]