Thank you for offering to refer VB Strategic Planning Solutions to your family members, friends and colleagues.

The people you list below will receive an e-mail with a link to our website. Your referrals will NOT be contacted. It will be their choice to reach out to our firm should they want assistance in the financial area of their lives.

We want to ensure that, as in any relationship, our association will be a good fit. We look for individuals that want leadership. Take direction. Are accountable to a plan.  Are within 5 years of retirement, or retired.

Are you able to refer anyone that meets this criteria?

Refer Me

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