How to refer us to your friends and family

Planning Hourly

We want to help more people achieve their financial goals. If any of your close friends or family members need assistance with any of the following topics, let us help them!

  • Portfolio management

  • Current portfolio reviews and suggestions

  • Fiscal strategies for investment portfolios

  • Financial plan preparation

  • Tax planning

  • Retirement planning

 

Please let them know that we would be delighted to assist them, and there is no pressure—we're here to help at their convenience.

Know Someone Who Needs Guidance? Refer Them

If you would like to recommend our firm to a friend, family member, or colleague, please complete the form with your name, phone number, and email address. Once submitted, we will contact you to request your authorization before inviting your referral to a complimentary one-on-one meeting with our Certified Financial Planner®, Alonso Rodríguez Segarra.

We view referrals as a chance to help others improve their financial situations, not just as a marketing tool. By introducing our services, you are giving someone you care about the opportunity to confidently move toward their financial goals. We appreciate your trust and are committed to providing each referral with the same attentive and professional service we provide to you. Thank you for helping us make a positive impact.

Subscribe for Email Updates

Add a descriptive message telling what your visitor is signing up for here.

Thank you for helping us make a positive impact.