Surf City Financial Group

[FREE 5-DAY CHALLENGE] Get Your Financial House in Order We're facing some crazy things in the world right now that are leading to a lot of uncertainty, fear and challenges. Let's use this slow time to your advantage to get your finances organized and ensure you have a stable financial foundation in place for you and your family. In just 5 days you will learn how to...... Organize your finances & essential information Ensure your heirs get the assets you want them to have Protect your retirement portfolio from losses Learn ways to create income security Prepare important medical documents Sign up now at: SurfCityFinancialGroup.com/challenge

We always feel like we have more time. That there's always tomorrow. But life can change in an instant. We’ve seen and heard too many stories of people not having Life Insurance when they need it the most. We’ll be sharing some of those stories this month. The impact of not having Life Insurance can be devastating financially To you and to those left behind. Know that Life Insurance isn’t just for if you pass away, you can also use it to help while you’re alive. Don’t wait, contact us today to start your plan for the future. #LIAM #Dontwait #lifeinsurance #future #tomorrowisntpromised

September is Life Insurance Awareness Month. 2020 has been one for the books to say the least. Even though we have had to adjust how we meet with our clients, we are still here for you! We're lucky to be in the age of technology with tools like Zoom so we can still meet you 'face to face' and help you with your life insurance and financial planning needs. If you've been thinking about reaching out to us about life insurance, (or any financial planning needs) now is the time! ...Give us a call at 714-377-1400 or email us at [email protected] to set an appointment to discuss the best path for your future. #financialfreedom #finance #plan #yourfutureselfwillthankyou #werehere #help #liam See more

Happy 4th and Start of Summer!

In light of all the uncertainty right now, pre-retirees and retirees are quickly realizing they might not have enough savings going forward to maintain their lifestyle. We put together a brand new webclass that we are hosting LIVE this Thursday, June 18th at 6:00pm PST where you'll learn how to survive this economic crisis and create a recovery plan for your retirement in 5 simple steps. In this free training, you'll learn: How to turn overexposed assets into a protected ...income stream that's guaranteed for life How to get up to 77% more income out of your Social Security benefits The #1 risk in retirement that can decimate your savings (and how you can eliminate it altogether) The RIGHT way to manage distributions so you avoid paying excessive income taxes What makes this presentation so powerful is that it focuses around a PROCESS, not product! Register below to learn how to spend with confidence and live a stress-free retirement: https://www.crowdcast.io/e/workshop061820

[FINANCIAL FRIDAY] Dare to Compare In this episode, we will be covering income in retirement and the hurdles you need to overcome to have a safe and enjoyable retirement. Want to learn the 3 step roadmap to creating a solid financial future without risk, working harder or sacrificing your lifestyle? Download the Financial Freedom Formula Roadmap! SurfCityFinancialGroup.com/roadmap

Informative Video - Recouping stock market losses

A video for your weekend viewing pleasure - Why Now is the Time to Get Life Insurance

Video - Should we take advantage of 2020 issues and avoid higher taxes later?

Payroll Protection Program - Info and Forms to Apply

Let's call it what it really is: Physical Distancing, not Social. We're here!

Proof that IUL Really Works!

A Message from Surf City regarding COVID-19

How can you protect your retirement from the stock market?

Do You Know Your Lifetime Protected Income Number?