Clients

All-Star Program

The greatest compliment you can give us is the referral of a family member or friend.

However, you may not know how exactly to refer someone to us – what to say, how to describe all the different services we offer or what the experience of being a AHRQ client is really like.

That’s why we are so excited to roll out our brand-new All-Star Program to make it easier than ever to let friends and family know about us.

FOR EXAMPLE, THINK ABOUT THE PEOPLE YOU KNOW
WHO ARE CLOSE TO OR IN RETIREMENT WHO ARE:

  • Trying to choose a financial advisor
  • Interested in tax-efficient income planning, preserving assets, or avoiding probate
  • Looking for a second opinion
  • Thinking about retiring early
  • Looking to learn about when to draw social security
  • Uneasy about paying for long-term care
  • Interested in creating a tax reduction plan
  • Facing the loss of a loved one

Once referring, please let your friend or family member know that you have referred them and would like for us to have the opportunity to talk with them. There is never any pressure-just a listening ear and guidance through their retirement journey.

Once referring a friend or family member, you are invited to our upcoming All-Star Event which we hold twice a year.

View All-Star Disclosure

ALL-STAR PROGRAM FORM

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Do they know you referred them and is it okay for us to contact them? **

We collect your phone number through our contact information form, and with your consent we will send you text messages on a weekly basis if you’ve opted in. Reply STOP at any time to unsubscribe from text messages. We will never share your customer data with third parties for marketing or promotional purposes.