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Our business has thrived over the years because our clients are the heart and soul of our practice. By introducing us to qualified* referrals you are participating in our exclusive referral rewards program including fun new outings, quarterly drawings, and an entry into the end of the year grand prize!


Participate in the program by introducing SFAM to qualified* referrals through invitation to one of our scheduled events or a one-on-one meeting. There will be double ticket events and exclusive referral events that will earn you additional tickets towards quarterly drawings. If a referral becomes a client, you will earn an additional ticket to be placed in the year-end drawing for one of our GRAND PRIZES - which you don't want to miss out on!

Guest attendance is limited to two guests per client and/or couple and one ticket is earned per guest.

Up to four guests allowed per client and/or couple. One ticket is earned per guest. Be on the look out for limited time double ticket opportunties.

What is a Qualifying* Referral?

Individuals like yourself who are in need of our services and education. We take a holistic approach to full service financial planning and offer:

  • RETIREMENT INCOME PLANNING
  • SOCIAL SECURITY PLANNING
  • PORTFOLIO MANAGEMENT
  • ESTATE PLANNING
  • COLLEGE PLANNING
  • FINANCIAL PLANNING FOR BUSINESS OWNERS
  • RISK PLANNING FOR LIFE & HEALTH INSURANCE AND EXTENDED CARE/LONG-TERM CARE

*We respectfully request qualified referrals are age 55+ and have not attended a previous SFAM event in the last 2 years.

Make a Statement in 2021 & Let's Have Fun!

Register for an upcoming event by visiting our Events Page.