Many of our clients want to share their positive financial experiences with friends and family. Our Ambassador Program is a simple way to help you make a referral to us because, chances are, the people you like would be a good fit for us too.
What is the Staton Financial Group Ambassador Program?
We believe the beauty of our referral program is that it’s a win-win-win. You get to help someone you care about. The person you referred gets help with their retirement strategy. And we get to help another pre-retiree pursue their dreams.
Who Do I Refer?
We would be honored to support your friends and family through life’s ups and downs. Consider the people you know who are dealing with certain challenges, including:
- Retired or soon to be retired
- Coping with a loss (job, loved one, investments)
- Undergoing a medical crisis
- Thinking about retiring early
How Do I Refer Someone?
We think of referrals as a positive way to make a difference in someone’s life. We want these experiences to be unforgettable, not uncomfortable. Luckily, there are several easy ways to refer someone:
- Email your referral to info@statonfinancialgroup.com
- Invite a friend, family member or neighbor to join you for an upcoming in-person event or online webinar. See our upcoming events HERE.
- Do a “virtual introduction” by filling out the form below.
We recognize that a referral is the highest honor you can give us, and we thank you for your trust.
Make a difference. Make a referral.
To make a “virtual introduction,” fill out this form: