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 detail regarding the month's topic. It is emailed out a couple weeks after you receive the your first monthly mailer

client parties

Our client parties give us the opportunity to thank you for your support of us and our business - and are just plain fun for the whole family!
Our Annual Shred Event
We are thankful for our Clients and Friends that came by the office to pick up a free Thanksgiving Pie at our Annual Pie Party!

serving the community
Working by referral is about strengthening relationships over the long term. We are working to build a community of relationships, not just a list of past and future clients! That is why we devote ourselves to serving the needs of our clients before, during and after each transaction.

Many peoples’ biggest fear is that communication with their service professional will end once the transaction has closed. After your transaction is complete, you can expect to hear from us each month as we continue to provide relevant Items of Value to you and your family. Also, should you have a need for a particular trade or service, we have a list of excellent providers we recommend.
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We want you to know how much we appreciate you. Ultimately, our goal is to have a long-term relationship where we can provide exceptional service that you are confident referring to your friends and family for years to come.

In addition, we celebrate our clients every year!. The annual ‘Client Appreciation Party’ is for clients who have bought, sold or referred us to their family and friends. It gives us the opportunity to THANK YOU for your business and your referrals! Our goal is to continually improve the level of service that we provide to you. In our business, the best asset we possess is your respect as our client. 
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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.