THE BAYNTREE FAMILY & FRIENDS
REFERRAL PROGRAM
A simple way to recommend Bayntree to your loved ones

One of the surest signs of trust is when a client

recommends our services to a friend or family member.

Referrals from clients like you are the primary way we build our business so your trust in us means a great deal.

Do you have friends or family who may need financial guidance in determining:

  • Will I have enough money in retirement?
  • How do I know when the right time to retire is?
  • How should I invest my retirement savings?
  • What will taxes look like in retirement?
  • How will Social Security timing impact my income?
  • How much money can I safely take out of my retirement nest egg?

We will follow up promptly on all referrals and ensure they’re comfortable talking with us. From there, we’ll discuss the best way for us to connect – be it a phone call, office visit or upcoming event.
If there’s someone you know who would appreciate our experience and insight, please let us know by completing the form below. Thank you for believing in us. We’re grateful to have you as part of the Bayntree Client Family.

Interested in inviting your friend to our next client event?(Required)








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