Advocate Club
Retirement Planning & Charitable Giving
Refer a Friend, Change a Life.
What is the Yack Advocate Club?
The Yack Advocate Club is an exclusive club for our clients who support us through referrals. The majority of our clients come from word of mouth. As a token of our appreciation, we’ve founded the Yack Advocate Club to give back and donate to charitable causes.
Club Benefits
We will make a $50 donation in your name to a charity for each qualified referral. At the end of the year the donation total will be matched by Yack Wealth Management to local charities close to our heart!
How to Qualify
Qualification is simple! Just refer a friend or family member that we have not yet met to our firm. Once your referral meets with us, you will receive confirmation from our office that you’re now a member of our exclusive club. It’s that easy!
How to Become a Lifetime Member
After you make three referrals that meet with us, you become a member for life!
The Details
The best way to make your referral is to give us their contact information so we can reach out to them. We will send them a valuable information package and invite them to an introductory call. To provide us their name and address, email us at info@yackwealthmanagement.com or complete the form above.
Who should I refer?
The people we work with share some commonalities:
Retired or soon-to-be retired
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Undergoing a major financial change or life event
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Looking for an overall plan
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Concerned about the market
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Seeking a second opinion (doesn’t matter if they have an existing advisor)
