CLIENT REFERRAL
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A simple way to look out for someone you care about.
Referral Form
What to do: Share their name and contact details below.
What happens next: One of our advisors will personally reach out within 48 hours, let them know it was your recommendation, and answer whatever questions they have. There's no obligation to become a client.
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Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
*Cost of traditional advisory firms sourced from The Kitces Report, Volume 2, 2022, Figure 61. Distribution Of Typical Annual Retainer Fee.
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