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Welcome to SEA Financial Group
SEA Financial is built off of the core principles of Sound Experienced Advice.

SOUND

The SEA Financial Group Investing strategy is driven by the investment philosophies of Dave Ramsey.

Dave Ramsey is a world renown Christian author, talk show host, and personal finance and business personality. His sound investment and personal finance teachings have reached millions through his radio show and best selling books.

Dave’s approach to investing begins after you have established an emergency fund, paid off all (non-mortgage) debt, and have saved 3-6 months expenses in savings as described in his 7 Baby Steps. From there, Dave recommends to invest in mutual funds with a winning long term track records and putting 25% of your investment into the following categories: Growth & Income, Growth, International, & Aggressive Growth.

SEA Financial teaches you to understand the intricacies of this strategy and coaches you enable you to make sound, wise investments.


EXPERIENCED

Brent VanderZwaag, SEA Financial Group Principal, entered the financial services industry in 1987. In 2004 Brent became an Endorsed Local Provider (ELP) for Dave Ramsey at a regional financial advisory company. The ELP program has more recently been rebranded by the Dave Ramsey team to what are now called SmartVestor Pro’s.

In Brent’s 28 years of experience in the industry, and 12 years as a SmartVestor Pro (formerly known as ELP), he has gained a wealth of knowledge in all market conditions. This experience leads the firm in providing our clients the guidance you expect to help you achieve your financial goals.


ADVICE

Using the sound philosophies of Dave Ramsey our aim is to coach you through your financial journey. Our desire is to educate you so that you can understand all of your investment options so that you can determine which direction is most suitable for you. 

Simply put, our goal is to help you understand what you are doing with your money, and why, and to help you achieve your financial goals with a sound investment strategy.

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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of: CA, CO, FL, GA, ID, IL, IN, KY, MI, MN, NC, NH, OH, OK, SC, TN and TX

Securities offered through Securities Service Network, Inc.. Member
FINRA/SIPC

Fee-based advisory services are offered through SSN Advisory, Inc., a registered investment advisor. 

 


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