At Keeling Financial Strategies, we spend the majority of our time helping our clients make smarter choices about their money so they can meet their financial and personal goals; however, the reality of our business is such that we also spend time marketing for new clients.

Every minute we spend marketing is a minute that we're not helping you or educating ourselves to be even better financial planners. This is where you can help.

We are looking for more people just like you. To that end we want to make it as easy as possible to refer new people to our business. One of the easiest ways to do just that, is to provide your friends, family members, or business associates with information about what we do and let them make a decision about meeting with us. There are several ways you can do this.

If you know someone over the age of 50, please send them our free report, The Five Biggest Retirement Mistakes. Either download and print the report by clicking on the link above, or email us their name and we will email a copy or mail a hard copy to their home.

If you know someone who owns a business with employees, you can link to our small business article here. Once again, we would be happy to email them or mail them a hard copy.

If you know someone who works as a consultant, or at a business with no other employees (with the exception of a spouse) please link to this article from Cape Business Magazine. We would also be happy to email or send a hard copy of the article to anyone you choose.

If you just want to show off to your friends how great your financial company is, send them this reprint of the interview Matthew Keeling, CFP^® conducted with Cape Cod Life magazine, found here. We also have hard copy reprints of the entire magazine if you wish.

Our goal at Keeling Financial is to build a business with about 50 additional clients. We would like to achieve this goal sometime over the next two years. You are very important in helping us make this a reality. We get the vast majority of our new clients from current client referrals, we really appreciate the help.