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
SHARE A REFERRAL
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!
When you refer a friend or family member to our firm, we reach out to ensure they are comfortable talking with us. If they are, we’ll discuss the best way for us to connect – at an event, over the phone or during an in-person visit.
Unlike some awkward, salesy referral programs, we think of referrals as a positive way to make a difference in someone’s life. That’s why we encourage you to become an advocate for your referral’s financial well-being and celebrate the courage it takes to face one’s finances head-on!

It's time to refer!

To share your referral, please send your referral’s contact info to [email protected], or make a “virtual introduction” by filling out this form:

Investing involves risk, including the potential loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Neither the firm nor its agents or representatives may give tax or legal advice.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Investment advisory services provided by Steven A. Suib as an investment advisor representative of Preservation Wealth Management.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.