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.
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!
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.
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