Typical Prospective Client
People who are trying to grow: professionally, personally, financially. I love to connect with people who aspire to grow their assets by 6, 7 and 8 figures so they can become financially bulletproof, achieve personal freedom and have the impact they want with their life. People should know they can have a wealth building strategy and plan for the rest of their life.

Homeowners who:

• Want to buy a different home some day
• Want investment income that exceeds their salary
• Want to provide college educations for their kids
• Have car payments, even 0% loans
• Have student loans or carry balances on credit cards
• Don’t have emergency cash reserves
• Don’t have 1 year of liquidity
• Want to fund a business and/or their pension plan
• Want to afford to work part-time and surf full-time
• Want to support ailing parents or siblings
• Want to avoid feeling financial stress

People to Consider
Yourself, your clientele, parents, siblings, friends in town, family and friends out of town, the wealthiest people you know, your mentors, business associates, friends who like cars, friends who want to get ahead, people who have concerns about debt, people who make a big income, etc.

How to Refer Union West?
We find that an effective way to refer people is by simply sharing a quick story about your own experience with us; your complimentary consultation, your mortgage strategy, referring of top-notch financial professionals, our exemplary service, the connection you made with Union West, and because you genuinely care about your loved ones.

Give us their contact information or give them ours. It’s all about connecting great people with great service.

Thank you for making the effort to refer! I appreciate it and will take great care of anyone you entrust with me.

Sincerely,

Eric Union
President & Certified Mortgage Planner
Union West Financial