Because retirement is better when your favorite people feel ready too.
Friends of the Family
Referral Program
At Oswald Financial Group, we believe helping our clients is about more than numbers—it’s about people. When you send your friends and family our way, you’re not just giving us a name. You’re giving them the gift of trustworthy financial guidance, a caring team that treats them like family, and a partner committed to their goals. Thank you for trusting us with the people you care about most—it means the world to us, and we think it’s worth celebrating.
Why Your Referral Means So Much
“When you introduce us to someone you care about, you’re helping them make smart financial decisions and giving them a trusted place to turn with questions. We promise to treat them like we treat you—with integrity, compassion, and a lot of appreciation for being part of the Oswald Financial family.”
Help Them Succeed
How It Works
01.
Send Them Our Way
Use the referral form below, give us a call at 402.904.7924, or scan the QR code you received at our events to introduce your friends and family to us.
02.
We Reach Out, Gently
We’ll contact your friend or family member, mention that you referred them, and offer a no‑obligation visit or call. No scripts, no pressure.
03.
We See If We’re a Fit
If they choose to meet, we’ll walk through their retirement questions, share our On‑Course planning approach, and help them decide what’s right for them.
We respect your relationships and only use their information to follow up the way you’ve requested.
Here’s How We Say Thank You
Because great friends deserve great care, we created the Friends of the Family Club to celebrate your introductions.
Every
referral
Your choice of a $25 branded Oswald Financial Group gift.
First referral turned family
Your choice of a $100 branded Oswald Financial Group gift.
2+ referrals
turned family
Invitation to our Friends of the Family Celebration event… it’s a good time!
5+ referrals
turned family
Private experience with the Oswald Financial Group team.
“Turned family” refers to someone who chooses to become a client of Oswald Financial Group. Referral gifts are our way of saying thank you for your introductions. No purchase is required to make a referral. Limits and eligibility rules may apply; please see program details from our office.