• Form View Counter
    Request a no-obligation meeting today with one of our financial professionals to discuss your financial future and the possible role of insurance and investments in your financial strategy!

    Call Us Call Us
    Connect with us: / (352) 633-9046 / Toll Free: (888) 319-5656 / Visit Us! Listen to Our Show!
    Blackston Financial Group’s Partnership Referral Program
    Home » Events » Referral Program

    Partnership Referral Program

    At Blackston Financial Advisory Group, LLC, it is our goal to provide the highest quality of customer service to our clients. We want to make sure you feel appreciated and are treated as a member of our family rather than simply a name on an investment account or policy. Blackston’s VIP Referral Program allows us to reward clients for taking the time to find referrals and invite them to hear about building and preserving their retirement assets. To become a Blackston VIP, your referral must meet for a financial review with one of our Blackston Financial Advisors. However, it DOES NOT require them to become a client.
    In appreciation for your trust and confidence, we provide rewards to our clients:

    1. Enjoyable Dining -

    All clients are invited to attend our dining seminars and Introductory Client Events. We simply ask that you bring someone who would be interested in hearing our advisor’s presentation and learning more about the services we offer.

    1. REFER A FRIEND "THANK YOU" -

    As a THANK YOU to our clients, for every referral that comes in for a financial review, Blackston Financial will send you a $25 gift card as a symbol of our gratitude.

    3. Yearly VIP Event –

    Every October we will have a Special VIP Event for clients whose referrals have met with one of our advisors for a complete financial review. Our VIP Event may change from year to year. Invitations will be mailed out at the end of every September. The qualification period to become a VIP is from October to September.

    For more information on our current referral offerings, please contact our home office at (352) 633-9046. Some prizes may be considered taxable income. Acceptance of prize constitutes permission to use winner's name in our client newsletter, website promotions, and for other promotional purposes, unless prohibited by law.

     


    Listen to David Blackston & Blackston Financial Group's show, "Simplifying Retirement", on My790 AM WBLE! You won't want to miss these informative segments. Tune in for updates on a wide range of topics related to all retirement issues, Friday at 9 a.m. This is another opportunity to stay informed and updated about your financial concerns!
    Complimentary Report!
    "10 Things to Know About Retirement Income”
    Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead.




    This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.
    Our Services
    » We provide comprehensive financial planning, investment advisory services and comprehensive estate planning* and reviews. With over 60 years of combined planning experience, our team is uniquely qualified to best design, implement, and maintain your individual financial goals.
    » Our Services
    Referral Program
    » Blackston's Referral Rewards allows us to reward clients for taking the time to find referrals and invite them to hear about building and preserving their retirement assets.
    » Click here to learn more
    Upcoming Events
    » If you have money invested in 401(k) plans, IRAs, Annuities, CDs, Stocks, Bonds, Mutual Funds, or any other retirement accounts, you do not want to miss this special event!
    » Calendar of Events
    Our Affiliates Click for the BBB Business Review of this Financial Services in The Villages FL
    Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC, a SEC Registered Investment Adviser

    *Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.