Refer a Friend, Make a Difference
What is the Vineyard Charity Referral Club?
The VCR Club is our way of celebrating clients who share the love and support us through referrals. Since most of our clients find us through word of mouth, we created this exclusive club as a heartfelt thank-you and a way to contribute to meaningful charitable causes.
Club Benefits
We will make a $50 donation in your name to a charity for each referral who attends an in-person meeting with us. At the end of the year, we will make an additional donation for the client with the most referrals.
How to Qualify
Joining the VCR Club is simple. Refer a friend or family member who hasn’t connected with us yet, and once they meet with our team, we’ll confirm your membership in our exclusive club.
How to Become a Lifetime Member
Make three referrals who connect with us, and you’ll unlock lifetime membership in our exclusive club!
How It Works
The easiest way to make a referral? Simply share their contact details with us, and we’ll take it from there! We’ll send them a helpful information package and invite them for an introductory call. You can share their name, address and email by completing our form or emailing us directly at info@vineyardfinancial.com.
Now, who should you refer?
We typically work with individuals who have a few things in common:
- Retired or nearing retirement
- Experiencing a significant financial change or life event
- Wanting a comprehensive financial plan
- Feeling concerned about market trends
- Looking for a second opinion, even if they already have an advisor
Have someone in mind? We’d love to connect!
Family. Friends. Charity.
Ready to Take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.