Professional Planning Partner Sign Up
You are invited to join our Professional Planning Partners Program. We often get requests from our clients who need various services and, in the interest of ensuring we match our clients with the right advisors, please complete the following information so that we can get in touch with you to determine if you would be a good match for our clients.
The program is designed to maintain integrity for reciprocal client referrals in that both are assured any clients sent to them are receiving superior client service and, since we do not accept referral fees, discounted pricing.
We will maintain a link on our site with your logo in our Professional Planning Partners page with a little about your company. Our clients will be able to then follow your link to research your company for more in-depth information. And we as, if possible, that you provide a link to our page as well.
In order to get started, complete the form below, and we’ll send you a packet of information to get started.
We thank you for your interest and look forward to a long and rewarding relationship between Law Offices of Gerald L. Kane and your company.
To your Wealth, Health and Happiness,
Gerald L. Kane