This form will send your friend a message that contains this text plus your entry in the personal message field.
Hi (Friend’s Name),
This is your friend, (Your Name) and I am recommending Jack Shea of Shea WealthCare to you. They can help you obtain protection, growth and income of your assets, and design a personalized plan that could increase your net worth, usually without increasing your budget.
Their phone number is 940-218-1878, email Jack@SheaWealthCare.com and their website is SheaWealthCare.com.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Investment advisory services offered through First Advisors National, a registered investment advisor, and member SEC. 716 Peachtree St. NE, #100, Atlanta, GA 30308 (770) 814-4235
Shea WealthCare and First Advisors National are independently owned and operated.
First Advisors National is not responsible or liable for ancillary products or services offered by Shea WealthCare.
Jack Shea is insurance licensed in CA (License #0G84371), KY, NC, NM and TX (License #784555).
The contents of this communication are not intended to be nor should it be treated as tax, legal, or accounting advice. Additional issues could exist that would affect the tax treatment of a specific transaction and, therefore, taxpayers should seek advice from an independent tax, legal or accounting advisor based on their particular circumstances before acting on any information presented. The views expressed in this article are those of the author and may not necessarily reflect those held by First Advisors National.