Listen to Financial Planning with Jack Teboda on:

Refer a Friend

We value our relationship with you and the trust you place in Teboda & Associates to help you reach your financial goals.

Refer a Friend Program

If you think a family member or friend could benefit from working with us, we are making it as easy as ever to refer them through our Refer a Friend Program!

How the referral program works:

  • Simply provide us with their name, address and phone number and we will send them a valuable information package and invite them in for a complimentary consultation.
  • They will have the opportunity to enjoy all that Teboda & Associates has to offer, including great value, retirement guidance, outstanding customer service and a path to financial security.

Who should you refer?

  • Individuals who are retiring in the near future, or recently changed jobs
  • Anyone who is not happy with their current financial advisor and would like a second opinion
  • Parents wanting to save for children's education
  • Those looking to set up a financial plan and get organized
  • Those looking to set up an estate plan and get organized
  • Women who are recently divorced or widowed
  • Baby boomers concerned about protecting their nest egg
  • New parents who may need life insurance and estate planning
  • Individuals who are taking care of a family member's long term care needs
  • People who complain about paying too much in taxes
  • Anyone you know who recently received an inheritance and has concerns regarding management and taxation
  • (optional)