Retirement Time - Refer a Friend

John Myers, MBA, CFP�, Woodwell Asset Management

267-460-8246 or 800-220-6033 / john.myers@jwcemail.com

Please help us expand our business.

Referrals are an important factor in helping us gain new clients. If you have a friend or family member whom you believe will benefit from visiting our website and learning about our retirement services, please complete the form to the right.

If you do make a referral here's what will happen:

The link to the website will be sent to the person you are referring.
You will receive a "thank you" via email.
Notification will be sent to us via email that you have introduced a potential new client.

Thank you for making a referral.

friends

Email Address of Friend
Friend or Family Member's First Name
Friend or Family Member's Last Name
Address
Telephone Number

Which pages of the website would you like to send to the person you are referring to us?

	Home Page
	Creating Retirement Income
	The Income for Life Model Presentation (movie)
	IRA Center
	The Power of an IRA Rollover (movie)
	Understanding Your IRA Options (movie)
	TNT Retirement Income Indicator (interactive tool)
	Rollover or Spend (interactive tool)
	Do I have Enough (interactive tool)

your details

Your Email
Your First Name
Your Last Name

© Copyright Sat Dec 21 07:36:10 EST 2024 Wealth2k^®. All rights reserved.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Woodwell Asset Management and JWC/JWCA are unaffilliated entities.

The opinions expressed herein are those of the writer and may not reflect those of J.W. Cole Financial or J.W. Cole Adivsors, Inc. The information herein has been obtained from sources believed to be reliable, but we cannot assure its accuracy or completeness. Strategies and asset allocations referenced throughout this website are designed to generate retirement income. There is no guarantee that any strategy will ultimately become successful or profitable nor protect against loss. Any reference to past performance is not to be implied or construed as a guarantee of future results.

Registered Representatives may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.