Get Your Referrals in Before It's Too Late!
Our small family business has grown because of clients like you who place your trust in us and our team. We are honored to have the privilege of serving you and your family and welcome the opportunity to assist your like-minded friends, family, and co-workers during their retirement planning in Wausau WI.
How The Holiday Referral Promotion Works
-
Refer people you know for a complimentary consultation to discuss their retirement planning needs.
-
Earn a $100 Visa Gift Card for each qualified referral*
-
Submit more than one qualified online referral during the promotional period and receive an exclusive holiday gift.
-
If your referral develops into a client, you become an Advocate - which comes with special perks!
*Review program rules
If we’ve provided you with great service, please let other people know. All you need to do is supply your referral’s contact information by completing the online Referral Form. Let us know who to reach out to and we’ll do the rest!
Referral Program Rules
- This program is open to all current clients of Buska Retirement Solutions, Inc. and Buska Wealth Management, LLC.
- Referrals must not be current clients of Buska Retirement Solutions, Inc. or Buska Wealth Management, LLC.
- Referrals must be at or near retirement age.
- Referrals must have at least $50,000 of investable assets.
- Referrals must attend a first and second consultation for the referrer to receive a gift card.
- Clients may be compensated for a maximum of 10 referrals per year.
- Holiday Client Referral Promotion ends January 31, 2025.
Submit a Holiday Referral
Please fill out the form below, including all required fields to submit your referral.
Office Hours
Monday
8:00am - 5:00pm
Tuesday
8:00am - 5:00pm
Wednesday
8:00am - 5:00pm
Thursday
8:00am - 5:00pm
Friday
9:00am - 12:00pm
Buska Retirement Solutions
1818 Grand Avenue
Wausau, WI 54403
Phone: (715) 355-4445
Toll-Free: (800) 236-3840
Fax: (715) 355-4445