Referral Program

At Jim Lee Financial, we always put family first. That’s one of the many reasons we love being able to help our clients organize their finances, plan for their futures and protect their families long term. We’ve been fortunate to build our professional family one referral at a time and consider your recommendation of our services the highest compliment.

If you have friends, family members, colleagues or coworkers who could benefit from our approach to helping clients retire well, simply provide us with their basic contact information and we’ll take it from there. For your help in building our practice, we’ll say thanks with a $50 gift card for each qualified* referral. No soliciting, no information sharing, no gimmicks. Just the assistance, support and service you’ve come to expect — from our family to yours.

*Qualified referrals are those that result in an office appointment with all decision makers.