Share the Opportunity. Get Rewarded.

Introduce an accredited investor to Freedom Family Investments and earn a $500 cash referral reward when they connect with our team and complete the preliminary steps

For existing Freedom Family Investments accredited investors only. Referral must be an accredited investor planning to invest within 30 days.

A Simple Way to Share Freedom

Know someone who may be ready to invest?

The Freedom Family Rewards Program was created to thank existing investors for introducing other accredited investors to Freedom Family Investments.

There is no pressure, no complicated process, and nothing for you to manage. If you know an accredited investor who may be planning to invest within the next 30 days, simply make the introduction. Our team handles the communication, tracking, and follow-up.

When your referral qualifies, you receive a $500 cash referral reward.

Four Simple Steps

How the Referral Program Works

1 Refer an Accredited Investor

Introduce an accredited investor who may be planning to invest within the next 30 days.

2 They Connect With Our Team

Freedom Family Investments connects with your referral contact.

3 They Complete the Preliminary Steps

Our team walks them through the appropriate next steps and answers their questions in an introductory call.

4 You Receive Your Reward

Once the referral qualifies, you receive a $500 cash reward, processed within 30 days.

A Good Fit

Who should you refer?

A good referral is someone who may already be thinking about passive income, portfolio diversification, or private investment opportunities.

They should be:

An accredited investor
Interested in learning more about Freedom Family Investments
Planning to invest within the next 30 days
Open to a conversation with the Freedom team
Looking for a thoughtful, relationship-driven investment experience

What Your Referral Receives

A helpful starting point for their investment conversation.

Your referred investor will receive access to the Freedom Number Guide, a thoughtful exercise designed to help clarify how much passive income may be needed to support the life they want.

Many investors benefit from taking a step back, slowing down, and getting clear on what they are trying to accomplish before allocating capital. This gives your referral a valuable starting point before they speak with our team.

The Referral Form

Refer an Investor

Takes about two minutes. We handle everything from here.

Your Information

Your First Name

Your Last Name

Your Email

Your Phone

Referral Information

Referral First Name

Referral Last Name

Referral Email

Referral Phone

Is your referral an accredited investor?

Yes No Not sure

Planning to invest within the next 30 days?

Yes No Not sure

Optional Message

I confirm that I am an existing Freedom Family Investments investor and that I have permission to share my referral's contact information.

Direct Introduction

You can also connect them with us directly.

Getting started is easy. Your referral can reach the Freedom team directly. Ask them to mention your name so we can properly track the referral.

PHONE

844-877-0888

EMAIL

[email protected]

Frequently Asked

Questions, answered.

Who can participate?

The program is open to existing accredited investors with Freedom Family Investments.

Who qualifies as a referral?

Your referral must be an accredited investor who is planning to invest within 30 days.

When is a referral considered qualified?

A referral is considered qualified once the referred investor completes an introductory meeting with Freedom Family Investments.

How much is the referral reward?

You receive $500 cash for each qualified referral.

When are rewards paid?

Referral rewards are processed within 30 days after the referral qualifies.

Do I need to follow up with my referral?

No. Once the introduction is made, Freedom Family Investments handles communication, tracking, and follow-up.

Does my referral have to invest for me to receive the reward?

No, rewards are based on completed introductions and preliminary steps, not future investment decisions.

Referral rewards are available only to eligible, existing Freedom Family Investments investors. Referred individuals must be accredited investors and must complete the required preliminary steps for the referral to qualify. Referral rewards are not based on future investment decisions and do not constitute investment advice, solicitation, or a recommendation. Participation is subject to Freedom Family Investments’ program terms and eligibility requirements.