Know a broker who'd want this?
If a colleague earns good commissions on a 1099 and their taxes are an afterthought — or their S Corp exists but nobody's actually running it — send them our way. Three ways to do it, none take more than a minute.
Prefer we reach out?
Give us their name and we'll send one short email that mentions you. That's it — no follow-up sequence, and they don't go on a mailing list. The ball stays in their court.
We'll take it from here
One email to your colleague, mentioning you. Nothing more.
What happens next
One email
We reach out once, mention you by name, and leave it there. No chasing.
The same Fit Call
If they're interested, they book the short call every client starts with — and we'll tell them straight if it's not a fit.
Confidential both ways
What they discuss with us stays with us, and your finances stay between you and us. Same as always.
