Thank you for referring your colleagues to Aegis Retirement Strategies.
We hope to help you again by providing you with valuable information that could save your company time and money.

Referring colleagues is easy:
1. Refer colleagues using the form below.
2. We'll send you a copy of Understanding ERISA: A Compact Guide to the Landmark Act or The One Minute Millionaire: The Enlightened Way to Wealth. Both books are designed to help improve business or personal financial performance and put your company on a path to Enduring Wealth. Simply indicate your choice on the form below.

We appreciate the opportunity to put our value to work for your esteemed colleagues. Each referral
is handled with the utmost professionalism. Click here if you’d like to see a sample of Aegis’
referral follow up communications.

Referrer's Information (*) Are Required

* First Name
* Last Name
* Company Name
* Street Address
* City
* State
* Zip
* Telephone
* E-mail Address

Qualified Aegis
prospects may be:

• A company that wants to potentially save thousands annually through improved plan design and administration;
• A private company with more than $1 million in assets under management in a qualified retirement plan;
• Feeling overwhelmed by plan administration (or dissatisfied with a current plan administrator);
• Seeking to enhance the compensation packages of select employees;
• Confused by ever-changing fiduciary obligations;
• Interested in crafting a personalized plan that is innovative, time-saving and cost effective.

* Select a book




Referral's Information

* First Name
* Last Name
* Company Name
* Title
* Street Address
* City
* State
* Zip
* Telephone
* E-mail Address

 



---------------------------------------------------------------------------------- If calling from out of the area, dial 1-800-464-0038 ---------------------------------------------------------------------------

Financial planning and advisory services are offered through PFG Financial Advisors, a registered investment advisor. Aegis Retirement Strategies, Clelan and Company and PFG Financial Advisors can not offer legal or tax advice.