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...
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The world of investing has changed and outdated financial advice is simply not working.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:
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.
You will get instant access to the below tax resources:
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
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
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 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® ELA™ Ph.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
It is our hope that we will exceed your expectations and when it comes time to implement various financial solutions you will do so through us. Doing so comes at no extra cost to you as we are compensated by the financial companies.
No, you are not required to implement our product recommendations. However, when you are ready to implement various financial solutions we would like to be given the first opportunity to help you do so.
We don't just focus on investment management or increasing the rate of return on accounts. Instead, we take a holistic approach that addresses:
The average American family saves only 4 cents of every dollar earned and spends the other 96. Most financial advisors focus on providing investment strategies for only those 4 cents. At Surf City Financial Group, we take a different approach. We analyze the entire dollar and specialize in finding areas of your spending that are creating wealth transfers you may not be aware.
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.
Assume you earn $100,000 a year, save 4%, and make a 5% rate of return on your savings – that equals $200 in investment returns. If we can help you find just 2% of your earnings in hidden wealth transfers, you could save $2,000 more a year. That increases your rate of return on your existing savings from 5% to 55%, without taking any additional risks!
“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?
15205 Springdale St. Huntington Beach, CA 92649
Phone: 800-214-PLAN(7526) Email: Team@SurfCityFinancialGroup.com
Design by Jenn Seeger © 2018 All rights reserved
Powered by KARTRA