Broker Check

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.  There is no cost for an initial consultation!

Since many people are often unsure how to identify a proper referral, we’ve listed some situations below where we’ve assisted our clients’ friends, family and colleagues:

Individuals that have expressed a dissatisfaction with their current situation or interest in doing things differently, either with…

  • Their current advisor’s lack of communication, approach to investing, etc.; or
  •  A do-it-yourselfer desiring a more disciplined approach to wealth management and financial planning

Individuals that have experienced certain life events...

  • Retirement or considering retirement  
  • Loss of Job
  • Promotion
  • Career change
  • Inheritance
  • Divorce
  • Death of a spouse
  • Starting a family

 Individuals with complex tax or unique financial issues...

  • Cash flow assessments to better understand upcoming or not to distant retirement
  • Estate document preparation or review
  • Procurement or review of life or long term care insurance policies
  • Significant gains or losses on investments, real estate or business transactions
  • Interest in optimizing generational wealth transfer and charitable giving
  • Business owners and entrepreneurs – access to enhanced retirement plan options, proper bookkeeping methods and understanding current tax nuances
  • Corporate executives – possibly needing help understanding stock options, restricted stock units or estimated taxes

A full list of our services, can be found at To facilitate an introduction, our clients have found it best to either provide them with our website, call the advisor they work with, or to just call us at (847) 504-5100.

Again, thank you for your confidence and continued support!

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