Refer a Friend
Want someone you care about to experience the clarity and confidence that can come from having a thoughtful financial plan?
When you refer a friend, family member, or colleague to Chris Rockey, ChFC®, our team will reach out with care and respect to make sure they feel comfortable talking with us. If they are, we’ll discuss the best way to connect — whether that’s over the phone or during an in-person visit.
Referrals should never feel awkward, pressured, or salesy. We see them as a meaningful way to care for someone’s financial well-being and help them take a courageous step toward greater clarity, confidence, and peace of mind. Sometimes, the simple act of making an introduction can be the encouragement someone needs to begin facing their financial future with confidence!
Think about the people you know who are:
- Preparing for retirement
- Recently retired and looking for ongoing guidance
- Concerned about running out of money
- Unsure how to create income in retirement
- Navigating the loss of a loved one
- Facing a major life or health change
- Interested in tax-efficient planning
- Wanting to preserve assets for their family
- Looking for guidance rooted in their values
Submit a Referral
Your trust means a great deal to us. If you know someone who could use thoughtful financial guidance, we would be honored to serve them with the same care and attention you’ve come to expect.
It’s been an amazing journey, it really has, he’s just amazing, and he’s honest and I know we trust him with everything we have.
Working with Chris and team at CFC boils down to a question I am asked about contractors working for individuals. I was always asked " Who's good?" I would always respond "Who do you trust?". I trust them.
If someone came to me and asked whether I would recommend Chris, absolutely we would. Because of some of the things with the Biblical values, and extreme care with clients. He knows us personally and that’s been an amazing thing. That’s important, knowing someone’s name and calling them by name. Anytime he is available for us. So for sure, I would recommend him.
My experiences with Chris Rockey have always been considerate and professionally rendered. Exchange of information and great advice were given whenever requested. My accounts were well aligned with my perspectives. I really appreciate the integrity of this firm, Chris Rockey and his excellent, hard working staff.
I talked with Chan the other day about what we need for our taxes and she was so accommodating and friendly as usual. Thanks for the quick response. You are the best!