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SFAM REFERRAL PROGRAM

2023 Old Hollywood

Discover Rewards

2023 Old Hollywood

Monthly Informational Events & Financial Seminars

Monthly Informational Events & Financial Seminars

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Monthly Informational Events & Financial Seminars

Discover the power of education and personalized financial solutions at Security First Asset Management. Our dedicated advisors bring together their expertise and unwavering commitment to guide you towards achieving remarkable financial success. With a strong emphasis on ongoing learning, we prioritize simplifying investing and empowering you to make informed decisions that protect your wealth, prepare for retirement, and effectively manage risks. Experience the Security First difference and embark on a path to thriving in retirement, where education and exceptional service pave the way for a brighter financial future.
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Exclusive & Limited Attendance Events

Exclusive & Limited Attendance Events

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Exclusive & Limited Attendance Events

Join our exclusive and limited attendance events hosted by Security First Asset Management. Experience the power of teamwork, professionalism, and personalized solutions as we celebrate the remarkable achievements of our dedicated advisors. Through ongoing education and a commitment to simplifying investing, we empower you to make informed decisions, protect your wealth, and thrive in retirement. Discover the Security First difference and embark on a path to financial success today.
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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

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.

What is a Qualifying Referral?

Our services and education cater to individuals like yourself who seek comprehensive financial planning. We take a holistic approach to full-service financial planning and offer:

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

Asset Management

Income Planning

Estate Planning

Life Insurance

Social Security Optimization

Comprehensive Retirement Planning

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.

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Tax & Estate Planning

Tax & Estate Planning Seminar 📅 Date: September 14, 2023 ⏰ Time: 5:45 pm 📍 Location: Macon Office Join us for a crucial Tax & Estate Planning Seminar on September 14th. Regardless of income, estate planning is vital to your financial plan. Planning ahead empowers you with control, privacy, and security over your legacy. Learn […]

Tax & Estate Planning

Tax & Estate Planning Seminar 📅 Date: September 14, 2023 ⏰ Time: 5:45 pm 📍 Location: Macon Office Join us for a crucial Tax & Estate Planning Seminar on September 14th. Regardless of income, estate planning is vital to your financial plan. Planning ahead empowers you with control, privacy, and security over your legacy. Learn […]
September 14th, 2023
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Tailgate & Potluck

Tailgate & Potluck Social 📅 Date: September 28, 2023 Join us for a fun-filled Tailgate & Potluck gathering. An event that’s great to bring friends to. Share good food and camaraderie, and enjoy the spirit of community!

Tailgate & Potluck

Tailgate & Potluck Social 📅 Date: September 28, 2023 Join us for a fun-filled Tailgate & Potluck gathering. An event that’s great to bring friends to. Share good food and camaraderie, and enjoy the spirit of community!
September 28th, 2023
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Cyber Security Awareness

Cyber Security Awareness 📅 Date: October 19, 2023 Enhance your digital safety at our Cyber Security event. An event that’s great to bring friends to. Stay informed and protect yourself in the digital age!

Cyber Security Awareness

Cyber Security Awareness 📅 Date: October 19, 2023 Enhance your digital safety at our Cyber Security event. An event that’s great to bring friends to. Stay informed and protect yourself in the digital age!
October 19th, 2023
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Fall Decorating Workshop

Fall Decorating Workshop 📅 Date: October 26, 2023 Embrace the season’s charm at our Fall Decorating Workshop. An event that’s great to bring friends to. Spruce up your surroundings and get creative together!

Fall Decorating Workshop

Fall Decorating Workshop 📅 Date: October 26, 2023 Embrace the season’s charm at our Fall Decorating Workshop. An event that’s great to bring friends to. Spruce up your surroundings and get creative together!
October 26th, 2023
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Navigating Medicare

Navigating Medicare 📅 Date: November 2, 2023 Join us for an informative session on Navigating Medicare. An event that’s great to bring friends to. Understand your options and make confident healthcare decisions together!

Navigating Medicare

Navigating Medicare 📅 Date: November 2, 2023 Join us for an informative session on Navigating Medicare. An event that’s great to bring friends to. Understand your options and make confident healthcare decisions together!
November 2nd, 2023
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Coco & Charity/White Elephant Party

Coco & Charity/White Elephant Party 📅 Date: December 7, 2023 Join us for a heartwarming Coco & Charity/White Elephant Party. An event that’s great to bring friends to. Embrace the holiday spirit, laughter, and giving back as we celebrate together!

Coco & Charity/White Elephant Party

Coco & Charity/White Elephant Party 📅 Date: December 7, 2023 Join us for a heartwarming Coco & Charity/White Elephant Party. An event that’s great to bring friends to. Embrace the holiday spirit, laughter, and giving back as we celebrate together!
December 7th, 2023
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