Investment Strategies
We Make Your Money Work for YouWe Provide Fee-only Financial Planning.
Educational Savings Plans
A Jump Start on Your Childs FutureWe Provide Fee-only Financial Planning.
Fee-Only: This means I earn no commissions on products I sell and that my compensation only comes from you.
The CFP® Certification is recognized as the most comprehensive designation with respect to financial planning.The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
We, at Serenity Wealth Advisors gain a deep understanding of both your individual and your business (if applicable) objectives and design customized plans to meet those needs. Integrity and commitment to our clients always come first. We pride ourselves for being fee only financial advisors and fiduciaries in every client relationship. We advise on entire financial picture, coordinating investment, retirement, individual tax planning and business tax planning in every aspect of your life.
Professional Wealth Management
We provide financial planning services on topics such as retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning.
Secure Mobile Platform
Information at your FingertipsRightCapital’s mobile app is your financial home base. With our advising to steer the way, it comes fully stocked with everything an anxious client may need to find peace of mind.
Clients can download the app from the Apple App Store or Google Play Store and see a comprehensive view of their finances at any point, right on their phone. They can log in to the app using the ID and password they use to access RightCapital –just be sure you give clients access to RightCapital