Help a Friend

Would you like to help a friend, colleague or family member?

Just as you would recommend a good physician, lawyer or dentist to someone, we hope that you will refer GCD to those who might benefit from our professional advice. The highest compliment that we receive is when our clients recommend us to others. Especially when the profile of the referral is closest to our ideal client.

Confidentiality is our highest priority and the cornerstone of our business, so we maintain each client relationship as completely private. We learn about each unique client situation and tailor our financial advice to offer meaningful information and personal solutions, and always do our very best to provide the information needed to make good choices. While not every individual referred to our office becomes a client, all have expressed increased confidence as a result of our conversation.

Many people are unsure when to refer someone to us. You may wish to suggest that friends, family or associates in these situations talk with us:

  • In need of financial advice:
    • inheriting large sums of money
    • having experienced a major loss or large gain as an investor
    • questioning suitability and explanation of certain types of investments
    • facing complex situations related to stock options, restricted stock units or estimated taxes, etc.
  • Unsatisfied with their current financial professional
  • Experiencing significant life changes in:
    • Work -- losing, changing or retiring from their job; making pension, retiree medical or Social Security decisions
    • Relationships – marriage or divorce, death of a spouse
    • Family – children approaching or in college
  • In need of life, disability, or long-term care insurance, or a review of their existing insurance
  • Business owners, entrepreneurs, and those individuals having complicated tax situations involving estimated taxes, self-employed businesses, real estate, etc.

To facilitate an introduction, please send an email to that friend, family member or associate you would like to refer to GCD. Additionally, you can provide them with our website address where they can reach out directly, or just have them call us at (847) 504-5100.

Again, thank you for your confidence and continued support!

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