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Ashton and Associates Ambassadors

You’ve trusted Ashton & Associates for your financial guidance, and now we want to provide the same quality financial services to the most important people in your life! We created Ashton & Associates Ambassadors to show you our appreciation and allow you to invite your family and friends to join us so that they, too, can enjoy retirement with a customized plan designed to fit their life and goals, with all the fun that comes with being a client of ours.

Please complete the form below to submit your referral.

AS A MEMBER OF ASHTON & ASSOCIATES AMBASSADORS, YOU’LL GET ACCESS TO EXCLUSIVE PERKS LIKE:


  • Early invite to all client events

  • Shred event with VIP gift bag

  • Annual AAA appreciation event or gift

  • An annual red carpet movie premiere event with VIP seating and a special gift

  • A donation, made to the charity of your choice; or receive a personal gift card

READY TO BECOME A MEMBER? HERE’S HOW YOU CAN DO IT:

Each year, you have the opportunity to become an annual member of Ashton & Associates Ambassadors by providing one client referral within the calendar year.


That’s it! Just refer a friend age 50 and up who could benefit from our financial and retirement services, and when they come in for their first appointment, you’re in! Your membership will continue for the rest of the year.

WHOM SHOULD YOU REFER?

The best referral is someone whom we have not met with before, but may fall into one or more of these categories:



  • Nearing or already in retirement (age 50+)

  • Experiencing a major financial change or life event

  • Worried about running out of money in retirement

  • Has questions about their financial future