The Ross Referral Program

When you've experienced the financial confidence of working with Ross Advisory Group, you can't help but share it.


Around here, you're like Family

After nearly three decades working with clients in and around Cairo, Georgia, Ross Advisory Group has become synonymous with building relationships. We treat every one of our clients like family, getting to know their unique concerns and making sure that they are as protected as we would want any of our parents or children to be. Perhaps that is why we have a 98% persistency rate and why an overwhelming majority of our new clients came from a referral. 
If you found us, based on the advice of a friend or family member, then they have experienced the excellent personal attention that we offer and wanted to share it with you.

So, welcome! We'd love to invite you to join the family. Let's schedule a meeting to see if we can plan with you for your financial future. 

The Ross Referral Program

The greatest compliment you can give us is the referral of a family member or friend. We take that honor quite seriously.
We'd like to show our appreciation! 

Join the Ross Referral Program

The Ross Referral Program is an exclusive group of clients who have introduced us to their friends, family and co-workers who may be seeking retirement guidance.

To show our gratitude, members of the program are celebrated at a special invite-only event held each year.


Want to join the program?

Simply provide us with the name and contact information of a friend or family member who might benefit from our services.

We will reach out immediately to introduce ourselves and see how we may be able to help.

Once we meet with your referral, you’re in. It’s that easy!

Who Should I Refer? 

We can and have worked with people of a variety of ages, from a broad range of backgrounds. We love getting to know them all. However, we've found that people that benefit most from our services share a few common traits. They are:

Retired or soon to be retired

In need of a second opinion

Coping with a loss (job, loved one, investments)

Unhappy with low interest rates or high taxes

Undergoing a medical crisis

Thinking of retiring early

Concerned about running out of money

Unsure about paying for long-term care

Interested in tax-efficient income planning, preserving assets or avoiding probate

Become a Member of the Ross Referral Program

Provide us some contact information for the friend or family member you would like to refer. We will reach out to see if we can help. After we meet with them, you will officially be a member of the Ross Referral Program.


How can we help you?

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