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.

*Just for referring your friend or family member, you can pick from our wide variety of “thank-you” gifts for yourself. Pictures of our gifts are located near the bottom of the page.

BINGHAMTON AREA PARTICIPATING RESTAURANTS: