Broker Check

Services

How We Work

Our firm specializes in helping individuals develop efficient investment strategies. These concepts are especially helpful for higher income clients and business owners. We offer personalized, hands-on service. We educate our clients about financial concepts and  products, and take the mystery out of investing, insurance, tax mitigation, estate conservation, and preserving wealth.

We understand the many challenges in today’s investment environment and help our  clients tackle them one by one. That is why it is essential for every client to have a well-thought-out financial plan. At many firms today these plans come at an additional cost to clients which often leads to clients avoiding having them done. We believe these are so important that we not only include them at no additional cost but make them mandatory for every client to complete.

Individuals

Rollover IRA
Traditional IRA
Roth IRA
Brokerage Accounts
529 College Savings Plans
Tax Advantaged Investing
Stocks, Bonds, ETF’s and Mutual Funds
Estate Reviews
Tax Strategies
Financial Plans

Businesses

SEP IRA
Simple IRA
Individual 401(k)
401(k) Plans
403(b) Plans
Money Purchasing Plans
Profit Sharing Plans
Tax Mitigation Planning
Exit Strategies
Acquisition Planning

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@serenitywmnc.com  |  (704) 523-2272