Why Work With a CFP® Professional
GIVING BACK MEANS GIVING OF OURSELVES
We’re grateful for the continual support of our clients and neighbors who have helped us achieve success. It’s our honor and privilege to return the favor as active members of our community. Here are some of the initiatives that are most important to us.
SUPPORTING OUR LOCAL NONPROFITS
Through the years, our firm has supported several local nonprofits in the names of our clients, including the American Heart Association, American Parkinson’s Association, Salvation Army, and Alexander Youth Network. We have also participated in Alzheimer’s Association, American Diabetes Association, and Big Brothers Big Sisters of America. Much of this has been driven by the life experiences of our clients and their families.
SUPPORTING QUEENS UNIVERSITY OF CHARLOTTE
Through our close association with Queens University, dating back to 1991 when Phil Bailey was an instructor at the school, Muirfield Wealth Advisors serves as the sole firm through which stock and bond donations are processed for the university. As our contribution to Queens University, these transactions are completed at no charge, helping to maximize the value of the contributions for the benefit of the school’s important programs.
FOCUSING ON OTHERS:
FRIENDS, FAMILIES, AND PHILANTHROPHY
REFERRAL PROGRAM
We are delighted to offer a program that honors our clients, their friends, and their favorite charities/nonprofits in order to strengthen our community. It is our goal to show appreciation for the hard work and commitment of those who are on the front line of improving our society and those in need.
We have committed to make two $100 contributions for each client introduction to our firm that leads to an appointment. Both the client and the referral can select a qualified charity of their choice that Muirfield Wealth Advisors will immediately contact to complete the gift.
Through this process we will help our community, learn more about our clients and their friends, and offer needed funds to the community of nonprofits dependent on financial support from individuals and companies.
Thanks in advance for your support!
