Introduce a Friend
When you tell us about a friend, not only will they benefit, but so will you and others!
We cherish you and are so grateful that you entrusted us to create a retirement plan that gives you both confidence and clarity moving forward.
In fact, developing personal relationships and strategies with people like you inspires us to do more and drives us to help others. If you have close friends or family members who could benefit from the guidance you’ve experienced at Capital City Financial Partners, we would truly appreciate being introduced to them. One of the biggest compliments you can give us is to provide opportunities to help those in your inner circle in the same manner we strive to help you.
It also is important to note that referral benefits stretch beyond you and your friend. When you provide us with the name of a friend or family member who is interested in visiting with us, Capital City Financial Partners will make a donation to a select charity of your choosing.
You also will receive an invitation to our exclusive ambassador program appreciation event each year that you give us a referral. It’s a celebration you won’t want to miss!
Following are the charity partners you can help us support when you make a referral:
Or you can choose your own charity!
Tell Us About Your Friend
Please fill out the following to share information about a friend or family member who is interested in meeting us.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.