Refer a Friend | The Retirement Strategies

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At The Retirement Strategies, our business grows and thrives on referrals from satisfied clients. Have we made a difference in your life? If so, please let us know through your referrals.

The retirement and insurance strategies offered through our firm can be beneficial to variety of people in various life stages with different goals. Please let us know if you have friends or family who might be interested in our services. We would be honored to offer them a no-obligation, introductory appointment.

Steve Greig offers investment advisory services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal or accounting advice. The Retirement Strategies is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Steve Greig, independent agent.

This communication may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, retain, copy, or disseminate this memo or any part of it. If you have received this memo in error, please notify the sender immediately by Email or fax, and destroy all copies of this communication. Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication in this e-mail is subject to regulatory, supervisory, and law enforcement review.

The Retirement Strategies, Steve Greig, and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

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