Ambassador Program
Creating Confidence and Clarity in Retirement
East Valley Wealth & Retirement Thanks You for Your Consideration in our East Valley Ambassador Program!
At East Valley Wealth & Retirement, our mission is to provide guidance and support to individuals and families as they navigate the complexities of planning for retirement. We prioritize integrity, always putting our clients’ interest first. Recognizing that each client is unique, we offer carefully tailored financial products and services to meet their diverse goals. We strive to be trusted partners on our clients’ retirement journeys, building deep relationships based on trust, open communication, and transparency.
We understand the value of trusted relationships and the importance of clear communication in financial planning. To support our community and help more individuals gain access to professional financial advice, we created the "East Valley Ambassador Program." The East Valley Ambassador Program is our way of creating a comfortable environment for our clients to introduce their family and friends to our firm. It also allows us to properly show our appreciation to the clients that help their friends realize their own retirement journeys. When you introduce someone to our firm and they complete their first meeting with us, you’ll become eligible for the East Valley Ambassador Program. Help us spread Peace of Mind by creating confidence and clarity in retirement.
Why become an East Valley Ambassador?
Introducing us to your friends and family is one of the greatest compliments we can receive. The East Valley Ambassador Program is our way of recognizing you for introducing us to those you think we can help. We appreciate and recognize you for your advocacy and will work with you to define an experience or event where we can show that appreciation. Becoming an East Valley Ambassador also helps us all to continue to build the client community we strive for.
What do I have to do to become an Ambassador?
If you know of someone who’s preparing for retirement, already retired, or who may have recently experienced a big life event impacting their financial situation, then fill out the form to get started. When the person or couple you’ve introduced attends their complimentary initial appointment, you are Eligible to become part of the East Valley Ambassador Program with East Valley Wealth & Retirement.
When do I officially become an East Valley Ambassador?
As soon as a referral becomes a client, you’ll become an East Valley Ambassador!
Investment advisory services are offered through East Valley Wealth LLC, a registered investment adviser. Please consult the ADV 2A/2B brochure for more information on our services and fees. Please note that participation in the East Valley Ambassador Program is voluntary, and eligibility criteria apply. This program is not intended as an endorsement or testimonial, nor should it be construed as a guarantee of any specific outcome. All recommendations and financial strategies are tailored to individual client circumstances. Participants in the East Valley Ambassador Program may receive non-cash compensation or benefits for referrals. This compensation does not influence the advice provided to clients. East Valley Wealth and Retirement adheres to fiduciary obligations, always acting in the best interests of our clients regardless of participation in the East Valley Ambassador Program. The information provided in this material is for general informational purposes only and is not intended as specific legal, tax, or investment advice. Please consult with your legal or tax professional for advice tailored to your specific circumstances.