Don't Keep Us a Secret!

Dear Clients,

Over the years, many of you have asked me to speak with a friend, relative or colleague concerning proactive wealth management. I consider it an honor and a privilege, and have been more than happy to accommodate those wishes.

In the event that you know someone who would benefit from our services, please support us by telling them about Kirkendall Financial Services. We have numerous financial seminars and other events throughout the year where we welcome the opportunity to meet potential clients.

At Kirkendall Financial Services, we pride ourselves on our personal service, attentive attitude and professional standards.

I assure you, that if and when you would like me to speak with a friend, relative or associate that you can feel completely confident in introducing them to our firm. Working with referrals gives us more time to devote to our family of clients.

The highest compliment we can receive is a referral from one of our valued clients.

Thank you for your continued confidence and support.

Warmest wishes,

Steve Kirkendall

Lunch Referral Program

Do you have a friend, business associate or family member who is . . .

• Retired?
• Within two years of retirement?
• A business owner?
• Needs financial assistance?
• Or feel that they could benefit from our services?

Please give us a call today to set up a referral lunch meeting with Steve, yourself and your guest at the restaurant of your choice.

You can reach us at (360) 256-5106 or (503) 246-7351

We look forward to meeting your referral!

Thank you for your continued support by spreading the word about Kirkendall Financial Services.