Have you wanted your loved ones and friends to connect with us to help develop a financial strategy tailored to them?
Well, now you can.
All it takes is connecting them with a trusted professional at Teboda & Associates who can help them navigate the ups and downs of life.
What is Connections for a Cause?
We implemented this program not only because we want to fill our days spending time helping and working with families just like you, but also because we recognize this as an opportunity to provide meaningful benefits to causes near and dear to our hearts.
Nothing makes us happier than having a real, positive impact on your financial and everyday life. That is why we want to do the same for your family and friends. Our Connections for a Cause program allows you to provide your loved ones with the same financial stability Teboda & Associates has helped you create while also giving us the chance to support some great local organizations.
Every time one of your referrals visits with an advisor on our team for an initial consultation, Teboda & Associates will donate in your honor to one of our chosen charities of the year.
Plus, as a thank you for trusting us to serve your family and friends, you and your referral(s) will be invited to an invitation-only celebration at the end of the year.
Who do I refer?
We think of you as part of our family and would love to welcome those you care about to join our family firm.
The clients we work with share some commonalities. They are people who are:
- Retired or soon to be retired
- In need of a second opinion
- Coping with a loss (job, loved one, investments)
- Unhappy with low interest rates or high taxes
- 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
How do I refer someone?
We want these experiences to be unforgettable, not uncomfortable.
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!
There are several easy ways to refer someone:
Who and how does this program help?
We believe the beauty of Connections for a Cause is that it creates a win-win-win-win situation, providing benefits not only for you and your friends, but also for our community!
Every time one of your referrals has an initial consultation with our team, Teboda & Associates will donate $25 to your selection of one of our chosen charities for the year
Make a difference. Make a referral.
The greatest compliment you can give us is the referral of a family member or friend. We take that honor quite seriously.
To share your referral, please send their contact information to email@example.com or make a “virtual introduction” by filling out this form:
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.