client appreciation program

monthly mailer

Monthly flyers that cover what we consider the five circles of life; Financial, Personal, Spiritual, ​Family, & Business. ​

e-report

The e-Report provides additional information regarding the current  month's topic. It is emailed out a couple weeks after you receive the monthly mailer.

client events

Our client events give us an opportunity to thank you for your support and business, plus they are fun for the whole family!
We are thankful for our clients & friends that came by to pick up a free pie at our Annual Pie Party!

building lasting relationships

We want you to know how much we appreciate YOU! Ultimately, our goal is to build long-term relationships where we can provide exceptional service that you are confident referring us to your friends and family for years to come. 

As we continue to serve our clients before, during and long after closing, we celebrate with our clients and referral partners throughout the year. Our annual ‘Client Appreciation Events’ give us the opportunity to THANK YOU for your business and your referrals!

Oh, by the way…We are never too busy for you and your referrals!

​Contact us below for more information or to join our Client Appreciation Program.
Skip the lines and enjoy a relaxing visit with Santa, family & friends.