RIEDMILLER WEALTH LEGACY CLUB
You have trusted Riedmiller Wealth Management for your financial guidance, and now we want to provide the same quality financial services to the most important people in your life! We created Riedmiller Wealth Legacy Club to show you our appreciation and allow us to meet your family and friends so we can see if they, too, can Live a Financial Future with More Confidence and Fun!
As a Member of Riedmiller Wealth Legacy Club, You’ll Get Access to Exclusive Perks Like:
- Invitations to celebratory “Client Appreciation Events”
- Recognition as a member of the Legacy Club
- Invitations and special considerations at Client Events, including movies, wine & hors d’oeuvres, and more
- $100 donation in your honor to a charity of your choice
Ready to Become a Legacy Club Member?
Here’s How You Can Do It:
Submit at least one referral who you think could benefit from our services. Once they come in for their first appointment, you are in! Your membership will be valid for 12 months.
Bonus: To receive Lifetime Membership, send us at least 5 referrals within 12 months who then complete their first appointment!
We very much value the relationship we have with you. Your family and friends will be treated with the upmost care and respect. As always, the information you submit is strictly confidential with us.
When your referral meets with Mike Riedmiller, CFF, they will have a casual and confidential conversation about their financial goals. There is no obligation for them to become a client. Mike wants to provide them with a lot of valuable resources to help them achieve their objectives and improve their financial future.
You can refer with confidence and enjoy the perks of this program!
Who Should You Refer?
The best referral is someone who we have not met with before, and may be in one or more of these categories:
- Those nearing or already in retirement
- Family or friends who are curious about better potential options
- Someone wanting a second opinion about investments and finances
- People worried about running out of money in retirement
- Someone with questions about their financial future
Please Complete the Form Below to Submit Your Referral or Call Our Office at (402) 933-0115.
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