We're All One Big Family
Learn how you can help friends and family make informed decisions to thrive in retirement.
Share the Gift
of Retirement Clarity
Bridge the gap between your loved ones and our team, allowing us to assist them in achieving their aspirations as they journey toward their retirement years.
Do you know someone
who is ...
• facing the loss of a loved one?
• undergoing a medical crisis?
• thinking about retiring early?
Or is concerned
about ...
• running out of money.
• paying for long-term care.
• reducing taxes in retirement.
Who Could Use A Strategy?
Let your loved ones know about the opportunity to engage in a conversation with us. We want to emphasize that there is absolutely no pressure involved; it’s simply an invitation to share their financial concerns and receive thoughtful guidance on their financial situation.
We consider you a cherished part of our extended family and would be delighted to extend a warm welcome to those dear to you, inviting them to become part of our community.
Referrals represent an opportunity to positively impact someone’s life. This is why we wholeheartedly encourage you to introduce your family and friends to our firm, so they can work toward achieving their financial goals.
Invite a friend, family member or neighbor to join you for a seminar or event. See our upcoming events HERE!
Email your friend or family member’s name to retire@strategyfinancialgroup.com.
Fill out the form below.
The Ambassador Club
An exclusive referral program designed to recognize and reward you for being our trusted advocates, The Ambassador Club is our way of expressing gratitude for your unwavering support and dedication to helping us grow our community.
Membership in this prestigious club is achieved when three of your referrals become valued clients of Strategy Financial Group.
Thank you for your continued trust and support. We’re looking forward to celebrating your achievements as an Ambassador and creating more memorable experiences together.
Benefits of Being An
AMBASSADOR
Induction Gift
To commemorate your entrance into the Ambassador Club, you’ll receive a special gift that symbolizes the trust and partnership we hold dear.
Early Access to Events
Gain a 5-day head start in securing your spot at our events. You’ll have the chance to reserve your place before anyone else. In addition, you’re invited to bring an extra guest to our events!
Naming Rights
The top Ambassadors with the most referrals will have the honor of naming our conference rooms in our Phoenix and Chandler offices.
Special Dinner
At the beginning of each year, you’ll be invited to an exclusive dinner, where you can mingle with our team and fellow Ambassador Club members, sharing insights and forging new connections.
Make an Introduction!
Thank you! We acknowledge that a referral represents the highest honor you can give us, and we express our heartfelt gratitude for your unwavering confidence in our services.
As an investment adviser, we're subject to strict regulation and as part of that, it's important both that we disclose our conflicts of interest and that our marketing be accurate and provide full and fair disclosure of our practices. By participating in the Ambassador program, we're asking clients to recommend us to people they know, and we're providing some benefits to our clients for successful referrals. We trust that clients will recommend us because they value our services and their relationship with us, and at the same time, we are required to make sure that the people referred to us by our clients get certain disclosures. Participation in the Ambassador program is voluntary.