Refer a Friend or Family Member
Refer a Friend to a Trusted Orlando Financial Advisor
If working with Roger Fishel Financial has given you clarity and confidence about your future, you can share that same peace of mind with the people you care about. Our referral program makes it simple to introduce a friend, family member or colleague to thoughtful, personalized retirement planning.
✓ A free, no-pressure first conversation
✓ In person in Orlando or by video anywhere in the U.S.
✓ Their information is kept private and never sold
Takes about one minute. Questions? Call (407) 974-7100
Why Refer Someone
Share the Gift of Financial Confidence
When you refer a loved one to Roger Fishel Financial, you give them the chance to take control of their financial future with the support of a trusted Orlando financial advisor. Whether they are preparing for retirement, navigating a life change or looking for a second opinion, we will help them every step of the way, just as we have helped you.
Family is at the heart of everything we do, and we treat every referral as if they are part of ours. There is no higher compliment than your introduction, and we never take it for granted.
The best gift you can give someone you love is the confidence that their retirement is on solid ground.
Who Should You Refer?
Friends and Family Who Could Use a Second Opinion
Almost everyone benefits from a clear plan. These are the people we help most often in Orlando, Central Florida and across the country.
Nearing Retirement
Anyone within 10 years of retirement who wants to know whether their savings will last and how to turn them into reliable income.
Retirement Planning →Facing a Major Life Change
The loss of a spouse, a health crisis, a divorce or an inheritance. These moments call for a steady, caring guide.
Estate Planning →Deciding When to Claim Social Security
A claiming decision that is usually permanent and can be worth tens of thousands of dollars over a lifetime.
Social Security Optimization →Worried About Taxes in Retirement
Retirees facing large required distributions, Roth conversion questions or surprise tax bills on their Social Security.
Tax-Efficient Strategies →Turning 65 or Choosing Medicare
Anyone sorting through Medicare, supplement plans or health coverage before 65 who wants straight, unbiased answers.
Medicare Insurance →New to Florida
Recent movers and new homeowners who want a local advisor to help them get organized and make the most of Florida's tax advantages.
Financial Planning →How It Works
Making an Introduction Takes About a Minute
Three simple steps. We take care of everything after you click send.
01
Share Their Details
Fill out the short form below with your name and your friend's contact information. Add any notes that would help us.
02
We Reach Out Personally
We contact your referral with a friendly note to offer a free conversation at a time that works for them.
03
A No-Pressure Conversation
We meet in person in Orlando or by video, listen to their goals and answer their questions. There is never any obligation.
Our Promise to You
How We Care for the People You Refer
Introducing a friend or family member to your financial advisor is a big vote of confidence, and we take it seriously. Here is what your loved one can expect.
A Friendly, No-Pressure First Conversation
We will reach out to set up a free, no-obligation conversation at a time that works for them, in person in Orlando or virtually. The goal is simply to listen, answer questions and see whether we can help.
Respect for Their Privacy
The details you share are used only to reach out to your referral about a conversation. We never sell their information, and if they tell us they are not interested, we will respect that.
Help for Every Stage of Life
Whether they are years from retirement, recently widowed, facing a health change or just moved to Florida, we help them get organized and feel more confident about what comes next.
See Our Planning Process →Guidance Even If They Are Not a Fit
Not everyone needs an ongoing advisor. If we are not the right fit, we will still point your loved one toward helpful next steps, so the conversation is always worth their time.
Make an Introduction
Introduce Someone You Care About
Share a few details and we will take it from there. We will reach out personally to offer a free, no-pressure conversation.
✓ A personal call or email, never a sales pitch
✓ Their information is used only to contact them
✓ Prefer we keep your name private? Just say so in the notes
Rather talk it through? Call (407) 974-7100
Referral Form
Frequently Asked Questions
Referral FAQs
Answers to the questions clients ask most before making an introduction.
Will my friend know that I referred them?
Only if you want them to. Many people like to mention the introduction personally first, which makes our call feel more familiar. If you would prefer we not mention your name, just say so in the notes on the form.
What happens after I submit the form?
We reach out to your referral personally by phone or email to offer a free conversation. If they are interested, we find a time that works for them. If not, we thank them and respect their decision.
Does my referral need to live in Florida?
No. We meet in person in the Orlando area and work virtually with people across the United States, so distance is never a problem.
Is there a cost for the first meeting?
No. The first conversation is always free and there is no obligation to move forward.
Who is a good person to refer?
Anyone thinking about retirement, worried about running out of money, dealing with a major life change or simply wanting a second opinion on their plan. Business owners, recent retirees and new Florida residents often benefit the most.
What if I just want to share information instead?
That works too. You can share our Prosperous Living articles or retirement videos with anyone who might find them helpful.
Plan. Protect. Prosper.
Were You Referred to Us? Start With a Free Retirement Clarity Session
If a friend or family member sent you here, welcome. Schedule a free, no-obligation conversation to see whether your savings will last and how to make the most of your retirement income.
Free Retirement Clarity SessionPrefer to talk now? Call (407) 974-7100