Financial Accelerator

A 6-Week Online Financial Education Program For Creating a Secure Retirement

What if you could implement the same wealth-building strategies used by the rich to achieve financial freedom in any market?  Good news...You can! 


How would you feel if you had the financial strategies and plan in place that allowed you to...

  • Have complete clarity around the common misunderstood issues of balancing your current lifestyle desires with your future lifestyle requirements?
  • Find money you are losing unnecessarily that can help you solidify your financial future or increase your current standard of living?
  • More efficiently pay for major capital purchases like cars, weddings & vacations? 
  • Accumulate significantly more wealth over your lifetime without taking on significant risk?
  • Capitalize on the power of compound interest and increase your tax-free income in retirement?

If what you thought to be true about . . . 

● How you finance and pay your mortgage
● Income taxes
● How you fund and distribute your retirement plans
● How you pay for college
● How you finance and pay for major purchases such as cars, etc. 

. . . turned out NOT to be true, when would you want to know?

 

The world of investing has changed and outdated financial advice is simply not working.  Investors like us realize that in order to get the results we want we have to be in control of our wealth and have a plan built on principle and sound tactics, not hope.  In order to be financially secure, we have to do things differently. We have to do things smarter. 

 

The Surf City Financial Accelerator was specifically designed to help financially responsible individuals and couples in their 40's & 50's to accumulate more wealth without risk

 

It's a by invitation only 6-week program that combines industry leading financial training, coaching and implementation support to help you accelerate your wealth.

Learn How Your Money Flows & The Importance of Maintaining Balance In Your Financial Life 

The 4 Major Threats To Achieving Financial Security


There are four major threats to you creating a secure financial future.  These are: the IRS, creditors and predators, market swings, and inflation.

In order to be financially secure, you have to be protected from all four of these imminent threats. The super-rich, politicians, family dynasties, and all mainstream financial institutions protect their wealth using the exact same strategy.

There is one uniquely designed location that can do all of this, and it’s hiding in plain sight. It is authorized by the IRS to grow tax-free, is 100% guaranteed and insulated from the market, private and carries complete asset protection, and has beat inflation for over 100 years.

All this while remaining fully accessible for ANY purpose, without penalty and red tape.  This is the ONLY foundation strong enough to be the bedrock upon which you build your personal wealth.  We cover this location in Step 4 of our signature system where we help you design your financial plan.

Our 6-Step System for Creating Financial Security


Our Financial Accelerator will help you complete our signature 6-step system so you get clear about three things: Where you are now, Where you want to be, and the exact steps required to close that gap.

 

STEP 1: CONNECT
Discuss your financial goals and demonstrate our unique approach.

STEP 2: ANALYZE
Gather data and review your current financial position.  

 
STEP 3: OPTIMIZE
Identify and educate on areas that are creating wealth transfers.  Wealth transfers can include taxes on compounding returns in a taxable account, term insurance premiums, interest on credit cards, auto loans, leases, declining tax deductions on prepaying mortgage principal, and future tax liabilities on earnings from contributions to qualified plans.

STEP 4: DESIGN
Learn how much to save, investment tradeoffs, and how to be tax efficient.


STEP 5: IMPLEMENT
Select financial solutions and complete required paperwork.

STEP 6: REVIEW
Provide ongoing financial updates and annual reviews.

Here's what you'll get... 


  • 6 On Demand Core Modules 

    These modules are delivered inside of a private members area.

  • Financial Implementation Checklist 

    This checklist outlines your homework items in each week of the program.

  • (3) One-On-One Coaching Sessions 

    These virtual or in person meetings will help us get to know your goals and educate you on various financial strategies.

  • Retirement Ready or Not Report

    This report will answer the 4 most important financial questions:
     

    1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy? 
    2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and your money last till life expectancy? 
    3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?
    4. If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?  
  • Customized Financial Illustrations & Wealth Report

PLUS these BONUSES!


  • Surf City Financial Organizer

    This will help you get all of your financial information organized.

  • Monthly Budget Tracker

    This will help you analyze your current spending habits and identify possible places you might reduce expenses.

  • Client Communication Profile Report(s)

    This is a 10 minute online assessment that you and your partner will will take so you can learn how to better communicate with one another.

  • Surf City Wealth Strategy Video Library

    This is a video library on various financial topics including how your money flows, mortgages, Qualified Plans, life insurance and much more!

  • Wealth Building Guides

    Learn the top 5 wealth building strategies and more!

  • Surf City Estate Organizer

    Set up a free online account that contains everything your loved ones will need if something were to happen to you.

  • Tax Resources

    You will get instant access to the below tax resources:

    • Tax Calendar (A list of important dates from the federal tax calendar)
    • Tax Forms (A full set of downloadable forms from the IRS)
    • Tax Publications (A full set of downloadable publications from the IRS)
    • Tax Rates (Tables to enable you to find your federal marginal income tax rate)

Total Value Over $4,000!

“We believe there is more money to be had by avoiding the losses than in trying to pick the winners.” 

The Surf City Team

Meet Your Financial Team


Brian Zeek, CLTC RICP CSA CCFS® ELA

CEO & Founder - Wealth Strategist, Entrepreneur, Visionary Leader, and Author

Brian’s emphasis as founder of Surf City Financial Group (SCFG) has always been about efficiency, eliminating losses, and overseeing one’s own money.   He is adept at finding the money you may be giving away unknowingly and unnecessarily.  Throughout the years, he has proven to have a gift at understanding the way by which various financial products resonate with each other so as to maximize their effectiveness to individual personal financial planning. Brian is a Wealth Strategist, and his passion is to help others find their Wealth Plan and Protection through the Circle of Wealth Concept. He has been in business, as an entrepreneur, since 2003.
 

Nicole Seibert, PHR

COO

Nicole has the technical skills to be a planner in her own right, but, since 2003, she has taken the helm at Surf City Financial Group (SCFG) to lead client and vendor relations.   She helps clients through every step of their affiliation with the organization.  She is the consummate professional, and we are proud and fortunate to share her commitment to excellence in every facet of planning and plan execution.
 

Dee Dee Brooks, RHU REBC CFCI

EVP – Benefits Specialist, Entrepreneur, Strategic Planner, and Author

Dee Dee’s work background is extensive, from academia to law to Strategic Planning for a Fortune 50 Company.  She holds multi-state licenses, and brings her expertise in ERISA, plan formation, and wealth management to the organization.  The phone rings often with call-ins to ask her to solve a mystery that other planners may not be able to help with. She has been in the Life and Health Industry since 1994. Her passion is to help people retire with a peace of mind in accordance with a Holistic Planning Roadmap.
 

Adriana Lugo, MBA

Controller

Adriana has over 20 years’ experience in managerial positions, and, with her husband, runs Hispanic Services of America, Inc.  In her capacity as Controller at Surf City Financial Group (SCFG), she has lent her services in the fields of Accounting and Administrative Structure to our small business clients.

 

Sarah Estabrook

Administrative Liaison

Sarah started with Surf City Financial Group (SCFG) in 2015, having worked at Hoag Hospital and in health insurance claims management previously.   She is recently licensed, and is moving from purely administrative tasks to working with the planners directly in order to make the online course experience as meaningful as possible for the attendees.   
 

Duke Young, MA AAMS CRPC® CCFS® ELAPh.D. Candidate – Organizational Leadership

Director, Surf City College Planning (SCCP)

We are pleased to have Duke Young, an educator and a consultant for Surf City College Planning (SCCP).  With his decades of working experiences within the diverse fields of college admissions, communications, media, marketing, and financial services, Duke brings a wealth of knowledge, along with his desire to make a difference within the community at large, especially as an organizational development specialist. He has been in the field of education and retirement planning since 1997.

 

Clement Tagle, III, BA GRI   J.D. Candidate - Jurisprudence

Associate Director, Surf City College Planning (SCCP)

In addition to his service to Surf City College Planning (SCCP) as the Associate Director of College Planning, Clement serves as the Director of Finance for the UCLA Pilipino Alumni Association (UCLA PAA).  An experienced financial services professional, he holds a real estate broker license and a life, accident, and health insurance producer license.  He is also a published author and published editor, with his publications being marketed all over the world.   Clement is an SAT teacher employed by the Educational Testing Service (ETS) with over 15 years of SAT & ACT teaching and college consultancy experience.

This is for you if...

  • You are serious about your financial future and care about your family

  • You are an employed individual earning $75K+ per year or married couple earning over $150K

  • You are or want to actively save for retirement

Do not apply if...

  • You are not serious about your financial future

  • You are currently earning less than $75K

  • You're not open to learning wealth strategies that can help you accumulate more wealth without risk

Frequently Asked Questions

Why are you offering free scholarships to this program?

Am I obligated to purchase financial products you recommend? 

How are you different than my Investment Manager?

“Surf City taught us that there are only two ways to improve our financial position.  One is to find better products that may pay a higher return and have more risk.  The second is to be more efficient by avoiding unnecessary losses we didn't even know we had!   Our financial future is forever changed thanks to you!"

James & Susie K., Huntington Beach, CA

Ready to Create a Financial Plan that Accelerates Your Wealth & Provides a Secure Retirement?


SurfCityFinancialGroup.com
15205 Springdale St. Huntington Beach, CA 92649

Phone: 800-214-PLAN(7526)  Email: Team@SurfCityFinancialGroup.com


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