Give the Gift of Retirement Confidence to a Friend.

Introduce them to WealthCare Retirement Solutions, no matter whether they live in Springfield, the Ozarks or around the nation.

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Help someone you care about take a thoughtful next step.

Share WealthCare With Family and Friends

As a WealthCare Ambassador, you can connect friends and loved ones with a team that helps Springfield-area families navigate retirement planning, tax strategy, long-term care questions and legacy decisions with more confidence.

Who Could Benefit From Retirement Planning Guidance?

  • Experiencing significant life changes or loss

  • Facing medical challenges

  • Considering early retirement

  • Worried about making their money last as long as they need it to

  • Unsure about how to manage long-term care expenses

  • Looking for ways to plan their taxes efficiently or safeguard their assets

We’d be honored to help guide your friends and family through life’s ups and downs. It is a win for everyone involved: You help someone you care about, they get trusted retirement guidance and we get the opportunity to serve another family well.

How to Refer Someone to WealthCare

Invite a friend, family member or neighbor to join you at one of our upcoming events. You can view the current schedule on the events page.

You can also email us your referral’s name or fill out the form below. We will not contact your referral directly. We’ll wait for them to reach out so the process stays respectful and pressure-free.

We see referrals as a way to make a real difference in someone’s life, not as a sales program. That is why we encourage thoughtful introductions that can help people pursue their financial goals.

A referral is one of the highest honors you can give us, and we appreciate your trust. Use the form below to make a virtual introduction. Again, we will not contact your referral directly. We will wait for them to contact us.

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Thank You!

We recognize that a referral is the highest honor you can give us, and we thank you for your confidence in us.

You can make a “virtual introduction” by completing the form below. Again, we will not contact your referral directly. We will wait for them to contact us.

*By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

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