Don't Keep Us a Secret!

Dear Friends,

Shaking handsOver the years, many of you have asked me to speak with a friend, relative or colleague concerning proactive wealth management. I consider it an honor and a privilege, and have been more than happy to accommodate those wishes.

If you know someone who would benefit from our services, please support us by telling them about U.S. Capital Strategies. We welcome the opportunity to assist the people who are important to you.

At U.S. Capital Strategies, we pride ourselves on our personal service, attentive attitude and professional standards.

I assure you, that if and when you would like me to speak with a friend, relative or associate that you can feel completely confident in introducing them to our firm. Working with referrals gives us more time to devote to our family of clients.

The highest compliment we can receive is a referral from one of our valued clients.

Thank you for your continued confidence and support.

Warmest wishes,

Tim McFall

Lunch Referral Program

Do you have a friend, business associate or family member who is . . .

  • Retired?
  • Within two years of retirement?
  • A business owner?
  • Needs financial assistance?
  • Or feel that they could benefit from our services?

Please give us a call today to set up a referral lunch meeting with Tim, yourself and your guest at the restaurant of your choice.

You can reach us at (425) 576-1040 or (800) 287-7915

We look forward to helping those you care about!

Thank you for your continued support by spreading the word about U.S. Capital Strategies.