Financial Planning Information

• Estate Planning
• Retirement
• College
• Taxes
• Medicaid/Medicare
• Identity Theft

Investment

• Risk Tolerance Assessment
• Asset Allocation
• Fee-Based Versus Commissions
• Consumer Resources

Insurance

• Life
• Long Term Care
• Disability
• Home/Auto/Personal Liability Umbrella

Refer a friend, and lunch is on us!

At Personal Financial Consulting Inc., we know how important your friends and family are to you. If you feel they could use any of our services, please let our staff know, so that we can provide them with the same quality advice and services that you know and trust.

STEP ONE
If you are already a client at Personal Financial Consulting, you can refer a friend to our firm for any of our services by filling out the form below, giving us a call at (607) 748-6674 or email us at RBohner@Ourpfc.com and provide us with your name and email address, your friend’s name, their address, phone number, and email address.

STEP TWO
If we find they are in need of our services, we will gratefully send you and your friend a gift certificate for $25 each to a participating restaurant in the Binghamton area.


Fill this out to refer a friend or family member:

Your Full Name:
Email:
Your Friend's Full Name:
Your Friend's Address:
City, State, Zip Code:
Your Friend's Email:
Your Friend's Phone Number:
Services your friend may be in need of: