We're All One Big Family

Share the financial wisdom you've gained with the people you love.

Bridge the gap between your loved ones and our team, allowing us to assist them in achieving their aspirations as they journey towards 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 concerned about...

  • running out of money.
  • paying for long-term care.
  • reducing taxes in retirement.
Let your friend or family member know we would like for them to have 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.
Happy active senior couple outdoors

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 a part of our community.

We've Made It Easy!

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

Referrals to us 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 towards achieving their financial goals.


The Ambassador Club: Our 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.


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, bring an extra guest to our events!

Naming Rights to Conference Rooms

The top Ambassadors with the most referrals will have the honor of naming our conference rooms in our Phoenix and Chandler offices.


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.

Thank You! We acknowledge that a referral represents the utmost 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.