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Our Mission and Care

Serenity Financial is a fee-only financial planning organization. We specialize in providing fee-only financial planning advice and investment management services to individuals and families. Serenity prides itself on providing clients with the highest level of service, support and financial education.

We are proud to provide competent, objective advice to our clients. We work solely for them, and therefore will never accept commissions or fees from any third party. Our primary focus is to help them take control of their finances, reduce anxiety and ultimately achieve their financial goals.  Our services include:

​- Loan Modification Negotiation
- Financial Planning
- Estate Planning
- Insurance Planning
- Retirement Planning
- Tax Planning
- Investment Management
- Student Loan Relief