Welcome to our
Refer Your Friends and Family Program
A simple way to share the financial confidence you've gained with the people you know.
In all the uncertainty we face right now, you can make life a little easier on family and friends by connecting them with a trusted financial professional.

Our new Refer Your Friends and Family Program is a simple way to do just that!
For instance, spend a moment thinking of the people you know who are …
-
Facing the loss of a loved one
-
Undergoing a medical crisis
-
Thinking about retiring early
No matter what your friend or family needs, we can help them think through their investment and insurance options and figure out next steps. Our goal is to do everything we can to support your loved ones through all of life’s ups and downs.
Here is all you need to do to get started:
​
-
Invite a friend or family member to join you for an upcoming in-person event
-
OR Do a ‘virtual introduction’ on our website – www.solidwealth.com
-
Email your referral to: team@solidwealthco.com
We recognize that a referral is the highest honor you can give us. That’s why we want you to know that whenever you refer someone to us, we reach out to them to ensure they are comfortable talking with us. What a great way to get their questions answered without worry!
Bottom line, we want to help your friends and family experience greater financial freedom in an uncertain world. This is complimentary. Whether a simple phone call, in office visit or a Zoom call, we are happy to assist! Thank you for the opportunity to see if we might be able to help those you care about.