Shunkwiler Financial Introduction Program
Help the folks you care about most find financial success in three easy steps.
Introduce a Friend or Family Member
Introduce a Friend or Family Member
Use the form below to tell us about family, friends, neighbors or colleagues that would benefit from our services. We’ll reach out to explore whether we would be a good fit for their unique financial situation.
Introduction Event Invitation
We value your introductions and prioritize building a strong relationship with your loved ones. Clients who make introductions are invited to our Annual Introduction Event held every October.
Past Introduction Events have featured these themes:
- Murder Mystery
- Wine Tasting
- Casino Nights
- Golf Tournaments
- And more!
Become a Golden Ticket Member
Introduce five people, and you will become a Golden Ticket member, earning lifetime admission to all future Introduction Events and other exciting events held each year.
Time To Make a Difference in Someone’s Financial Life