Refer Griffith & Werner
Help Your Friends and Family Retire With Confidence
At Griffith & Werner, we are dedicated to helping our clients navigate the path to financial freedom. We are here to support them every step of the way and turn their retirement dreams into a reality.
If you have a friend or family member that could benefit from our services, we would love to connect and be a part of their financial journey!
Who do I Refer?
Do you know someone who is preparing for retirement, already retired, or who may have recently experienced a big life event impacting their financial situation?
They may be concerned about:
- When they can retire
- Will their retirement income last
- How to control market volatility
Whether they are focused on building wealth, protecting their family, or preserving their assets, we would love to see if we can help address their needs today and for many years to come!
How do I Refer Griffith & Werner?
To get started, complete the form on this page and our team will get in touch with your referral to schedule a free introductory meeting.
Alongside your personal referrals, you have the opportunity to invite guests to participate in our workshops or events happening throughout the year!