Help Us Help Your Loved Ones

No strings attached, no gimmicks. We want to lend a hand to your family and friends to see if we can help them along their retirement journey.

Can We Help Your Family or Friends?

We know how hard it is to understand the unpredictable market, especially lately, and keep tabs on all the changes. That's why we want to help not only our clients, but their friends and family as well, who might have some concerns or questions about their financial futures.

Who Do You Know?

The first step is to think of the people you know who are dealing with certain challenges, including …

  • Someone who is retired or thinking about retiring early
  • Someone who is facing the loss of a loved one
  • Someone who would like a second opinion

If you know someone who is struggling with their financial plans or who is unsure about financial advice they've received, please let us know. We'd be happy to set aside some time to talk with them and share our insights.


What Do You Say?

We believe the beauty of our referral program is that it’s a win-win-win. You get to help someone you care about. The person you referred gets help with their retirement strategy. And we get to help another pre-retiree pursue their dreams.

Here’s how to start the conversation: Tell your friend or family member how Bridgelight Financial Advisors has helped you with retirement planning. (Sharing specific examples can be helpful.)

Then, say that you’d like for them to have the opportunity to talk with us. Perhaps you’ve heard them express concerns about:

  • Running out of money
  • Paying for long-term care
  • Reducing taxes in retirement

The people you refer might even be your adult children or grandchildren. We’ve found that many clients enjoy including future generations in their discussions about money, values and goals.

How Do You Make a Referral?

  • Invite a friend, family member or neighbor to join you for an upcoming webinar or in-person event. See our upcoming events here.
  • Do a “virtual introduction” here.
  • Email your referral to

We recognize that a referral is the highest honor you can give us, and we thank you for your trust. We sincerely appreciate the opportunity to see if we might be able to help those you care about.


Our Clients' Needs Come First.

At Bridgelight Financial Advisors, we're committed to serving our clients to the best of our ability every day. That includes the needs of their family and friends. We're always honored when a client puts their trust in us, and we want to build on that trust by extending our services to clients' loved ones.

It's Easy!

Whenever you make a referral, we will reach out to your friend or family member to ensure they're comfortable talking with us. If they are, we will discuss the best way for us to connect.

We Genuinely Care For Our Clients. Let Us Take Care of Your Loved Ones, Too.

Input your referral's information below, and we'll contact them to schedule a quick 15-minute phone call to find out how we can help them become more successful.

Refer a Friend

  • This field is for validation purposes and should be left unchanged.