How Can We Help You?

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FINANCIAL PLANNING

We offer a 6-week online financial education program called the Surf City Financial Accelerator. Apply below for your free scholarship!

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COLLEGE PLANNING

SurfCityCollegePlanning.com is a division of our company dedicated to helping you plan for college aid & resources.

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HEALTH & GROUP BENEFITS

SurfMyBenefits.com is a division of our company dedicated to providing individual health (including Medicare) and group health benefits.

Our Services

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While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management

  • Investment management

  • Retirement strategies 

  • Estate conservation

  • Risk management and insurance

  • Cash flow improvement