There are several ways to become part of this special group of Clear Creek clients.
The Friends of the Family Club brings together the clients who help our community grow through personal introductions. Each year, we gather to celebrate them in person.
Ready to Become a Friend of the Family?
The Friends of the Family Club
01
Make an Introduction
Know someone who could benefit from a conversation with Clear Creek Advisors? Introduce a friend, family member, neighbor or colleague to our team.
Three simple steps, one personal connection
HOW IT WORKS
02
Help Us Welcome Them
When your introduction takes the next step and meets with one of our advisors, you've helped us expand the Clear Creek community through a personal connection.
03
Become a Friend of the Family
Clients who introduce someone to Clear Creek, serve as a Client Ambassador, or participate on our Client Reference List may receive an invitation to join our Friends of the Family Club and experience our exclusive annual member event.
Our Friends of the Family Club also recognizes clients who go above and beyond to support Clear Creek Advisors, including serving as Client Ambassadors or participating on our Client Reference List.
The Friends of the Family Experience
The Friends of the Family Club
Every year, members gather for [event name / description]. It's our way of saying thank you in person and bringing the Clear Creek community together.
Were You Introduced to Clear Creek?
We're glad you're here. Share a few details below and a member of our team will reach out to you personally.
Who Might Benefit From an Introduction?
Who We Love to Meet
Someone you know may be a great fit if they are:
- Approaching or enjoying retirement
- Looking for an advisor focused on retirement planning
- Wondering whether their savings will last
- Seeking a second opinion on their current plan
- Navigating a major life change
- Interested in a clear, written retirement plan
- Curious about tax planning in retirement
Make an Introduction
GET STARTED
We can't wait to meet you. Share a few details and we'll reach out personally to introduce ourselves.