Referral Program

Earn a Gift: Encourage Your Friends and Family to Retire Well

At Jim Lee Financial, we want to help your loved ones like we hope we’ve helped you.

To show our appreciation, we will send you a $5 Starbucks gift card for every referral you send us. Even better, for every introduction that results in an appointment, we’ll send you a $50 cash gift card.

We encourage you to fill out as many referrals as you can. We want you to retire well with your friends and family—so don’t leave them behind!

  • Your Information

  • Family/Friend 1

  • Friend/Family 2

  • Family/Friend 3

  • Friend/Family 4