Refer Friends and Family

SFAM Referral Program

Join our exclusive referral rewards program and become a vital part of our thriving practice! By introducing qualified referrals to us, you’ll unlock exciting benefits, including outings, quarterly drawings, and a chance to win our grand prize at the end of the year. At Security First, we value our clients and offer a holistic approach to full-service financial planning. Whether it’s retirement income planning, social security planning, portfolio management, estate planning, college planning, financial planning for business owners, or risk planning for life and health insurance, we have you covered. Join our referral program today and be a part of our success while providing individuals in need with our services and relevant information.

How to Participate and Win

Quarterly Drawing

Participation is easy. Simply invite your qualified referrals to one of our scheduled events or arrange a one-on-one meeting with us. For each introduction, you’ll receive a Security First Asset Management (SFAM) referral ticket, granting you entry into our Quarterly Drawings. If your referral becomes a client, you’ll earn an additional SFAM ticket, increasing your chances of winning one of our grand prizes.

*Participation in our referral program is not contingent upon a referral becoming a client of our firm.

*We respectfully request qualified referrals are age 40+ and have not attended a previous SFAM event in the last 2 years.

Events We're Attending

Join us for upcoming events and be a part of the remarkable achievements at Security First Asset Management. Experience the professionalism and personalized solutions of our dedicated advisors who empower clients with exceptional guidance and support. Discover the Security First difference, where education takes precedence, and embark on a path to thriving in retirement, not just surviving. Don’t miss out on this opportunity to enhance your financial knowledge and secure your future by joining us for our exciting upcoming events.

SFAM Referral Program