A free review of your 401(k) plan AND a complimentary copy of Tony Robbins new book, UNSHAKEABLE! (limited time only)

Compliments of:

Step 1: Enter your plan details below and send us your fee disclosure form. We will uncover layers of hidden or unnecessary fees.

Step 2: After a brief call with our team to review your results, we will send you a free copy of Unshakeable: Your Financial Freedom Playbook!

"I am proud to support SURF CT in helping their clients become truly UNSHAKEABLE. I admire Paul for his commitment to adding extraordinary value to dentistry as a whole and I hope you find this gift extremely impactful in your financial life."

– Tony Robbins

Uncover The Fees In My Plan

To expedite the receipt of your book, upload your Employer Fee Disclosure form available at your plan sponsor website. If you do not have a copy or aren't sure where to locate it, we'll help you. Click here for easy instructions on where to find it.

  • Accepted file types: pdf, doc, docx.