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Good Referrals Deserve Great Rewards

The more people you refer to SMG, the higher your reward level and the better the perks.

Because your referrals mean everything to us!

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Bronze Level

Refer one client and receive a 2-pack of rich, soft-baked chocolate cookies made for true chocolate lovers. Decadent, comforting, and deeply satisfying chocolatey goodness in every bite. Just the way grandma made!

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Silver Level

Refer 2 clients and receive a beautifully packaged selection of gourmet sea salt chocolates. Rich, melt-in-your-mouth chocolates paired with a touch of sea salt for the ultimate sweet-and-savory thank you for your referral treat.

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Gold Level

Refer 3 to 4 clients and receive Classic Oreos dipped in rich, velvety chocolate. An irresistible blend of crunch, cream, and indulgence. A beloved classic taken up a notch. Or a curated trio of gourmet popcorn flavors. Each is handcrafted for bold taste, perfect crunch, and variety in every bite. Because one flavor is never enough.

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Platinum Level

Refer 5 or more clients and receive a $100 Amex Gift Card. A thank-you to spend your way because great referrals deserve real value.

*To be eligible for referral rewards, the referring individual must be an active SMG client

Let us know who your referral is and who you are so we can send your thank you gift.

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​Financial planning and investment advisory services are offered through Sequent Planning, LLC (Sequent), a Registered Investment Adviser (RIA) through the Securities and Exchange Commission (SEC). Investment
Adviser Representatives (IARs) are registered with Sequent Planning as independent contractors and not employees of Sequent. Joe Garcia is a registered IAR of Sequent.
Safeharbor Management Group is not affiliated with Sequent.

 

This site may contain links to articles or other information that may be on a third-party website. Sequent Planning LLC is not responsible for and does not control, adopt, or endorse any content contained

on any third-party website.

 

Sequent Planning LLC does not provide tax advice. The tax information contained herein is general and not exhaustive by nature. Federal and state laws are complex and constantly changing.

You should always consult your own legal or tax professional for information concerning your individual situation.

 

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or strategies.
 

This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site.

Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/.

You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381.

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