Learn Proven Wealth Strategies
10 Minute Lesson
Surf City Companies
Please fill out this short survey as it will help both you and us understand what exactly are your concerns and goals in the future.
Financial Issues as retirement draws near
Do I have enough to retire?
How long will my money last?
Should I roll over my 401(k)?
Which is best? Ordinary or Roth?
Should I consolidate my retirement plans?
What are my 401(k) distribution options
Required Minimum Distributions (RMDs)
Which asset to spend 1st, keep to last?
Are my beneficiary designations correct?
Should I stretch my IRA?
Have I told my survivors my wishes?
Do I know what I need to know about estate and inheritance taxes?
Is my current plan maximizing my tax deductions to my heirs?
Should I set up a trust?
What should I do with my home at my death?
What is IRD?
Am I effectively managing my estate?
How can I give my money away have enough retirement income, and still pass my assets to my children/grandchildren?
How do I spend the assets I have left efficiently?
Caring for my aging parents
How will I be able to help a loved one with Alzheimer’s disease?
Being a caregiver
Finding the right care facility for an older relative
Choosing long-term care insurance
Making sense of Medicare.
Power of attorney issues
Executor and Executrix responsibilities
What will it cost me to get ready?
Understanding college savings options
529 college planning
Do I qualify for financial aid for my kids?
What is FAFSA?
State or Private schools?
Is there a way to shelter assets?
LIFE EVENTS/FAMILY SECURITY
Upcoming wedding expenses
What to do when a relative dies
New job/career – benefits review
401(k) plan choices for job changes
Life Insurance – How much is enough?
Divorce/Spouse death: Now you’re “on your own”
Grandchildren have arrived! I want to enhance their financial future
Disability: Who will pay my monthly bills when I can’t work?
Organizing my financial records
Create a household budget
Creating a simplified “big picture” plan
Educate yourself with our financial videos!
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Our Unique Process
Club vs. Swing Approach
Focus on Transferred Wealth
Meet the Staff
urf City Financial Group
15205 Springdale St.
Huntington Beach, CA 92649
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