JOIN THE CLUB
JOIN THE CLUB
Family. Friends. Charity.
RETIREMENT PLANNING & CHARITABLE GIVING
RETIREMENT PLANNING & CHARITABLE GIVING
REFER A FRIEND, CHANGE A LIFE.
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What is the BML Advocate Club?
The BML 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 BML Advocate Club to give back and donate to charitable causes.
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The BML 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 BML Advocate Club to give back and donate to charitable causes.
What is the BML Advocate Club?
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 BML Wealth Management to local charities close to our heart!
Club Benefits
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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 BML Wealth Management to local charities close to our heart!
Club Benefits
Qualification is simple! Just refer a friend or family member to our firm that we have not yet met. Once your referral meets with us, you will receive confirmation from our office that you are now a member of our exclusive club. It’s that easy!
How to Qualify?
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REFER A FRIEND, CHANGE A LIFE.
How to Qualify?
Qualification is simple! Just refer a friend or family member to our firm that we have not yet met. Once your referral meets with us, you will receive confirmation from our office that you are now a member of our exclusive club. It’s that easy!
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How to become a lifetime member?
After you make 3 referrals that meet with us, you become a member for life!
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How to become a lifetime member?
After you make 3 referrals that meet with us, you become a member for life!
THE DETAILS
The best way 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, address, and email you can either: call us, email us at advocate@bmlwealth.net, or complete the form.
So, who should I refer?
The people we work with share some commonalities:
Retired or close to retirement
Undergoing a major financial change or life event
Looking for an overall plan
Concerned about the market
Seeking a second opinion (doesn’t matter if they have an existing advisor)
THE DETAILS
So, who should I refer?
The best way 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, address, and email you can either: call us, email us at advocate@bmlwealth.net, or complete the form.
Retired or close to retirement
The people we work with share some commonalities:
Undergoing a major financial change or life event
Looking for an overall plan
Concerned about the market
Seeking a second opinion (doesn’t matter if they have an existing advisor)
We are an independent financial services firm in Irvine, helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License #0M15550.
Investing involves risk, including the potential loss of principal capital. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
© 2024 BML Wealth Management | Client Relationship Summary (Form CRS) | ADV Part 2A | Privacy Policy | Terms of Use
We are an independent financial services firm in Irvine, helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. SEC registration does not imply a certain level of skill or training. BML Wealth Management and West Wealth Group, LLC are affiliated entities. Insurance Services are offered through BML Wealth & Insurance Services, California Insurance License #0M15550.
Investing involves risk, including the potential loss of principal capital. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
© 2024 BML Wealth Management | Client Relationship Summary (Form CRS) | ADV Part 2A | Privacy Policy | Terms of Use