Ambassador Program

Real impact. One introduction at a time.

At Leverage Planners, we believe the greatest compliment we can receive is the trust of a referral. When you introduce someone you care about to our team, it tells us that the work we’ve done together has earned your confidence—and that means everything.

The Ambassador Program is how we recognize and stay connected with clients who choose to share that trust.

When someone you refer meets with us for the first time, you become a Leverage Planners Ambassador for the rest of the calendar year.

Ambassadors are part of a close-knit group of clients who help expand the reach of our mission: delivering clarity, security, and confidence to families navigating retirement.

Your voice is powerful. When you speak up and point someone our way, you’re giving them something far more valuable than a name or a number. You’re giving them a starting point toward peace of mind.

And yes, our Ambassadors get access to exclusive non-financial opportunities, early updates, and preferential treatment rooted in our deep appreciation. You won’t find it listed on a flyer—but you’ll feel it when it matters.

Many people struggle with decisions around retirement, taxes, healthcare, or legacy and inheritance—not because they lack intelligence, but because they lack a guide they can trust.

As an Ambassador, you help remove that barrier. You open a door. You create possibility.

And when someone you’ve referred walks in the door, we’re ready to honor that trust—with thoughtful conversation, respectful planning, and the same care and dedication you’ve experienced yourself.

Ambassadors receive occasional updates, early invitations, and behind-the-scenes insights—because you’re helping shape the future of this community. You’ve earned a front-row seat.

We’ll also let you know each time someone you’ve referred meets with us, so you never have to wonder whether your introduction made a difference. It always does.