Putting the "Personal" in Personal Finance

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 414-455-5313

Address:

4447 N Oakland Ave Milwaukee, WI 53211

Email:

Contact Us

Categories

Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Retirement Planning Services

Services / Products

Serenity Financial Consulting (SFC) specializes in providing hourly, as-needed financial planning advice and investment management services to individuals and families. Located in beautiful Shorewood, the first suburb north of Milwaukee, SFC 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 you, and therefore will never accept commissions or fees from any third party. Our primary focus is to help you take control of your finances, reduce anxiety and ultimately achieve your financial goals. When you work with SFC, you can select the program that makes the most sense for you with our flexible, needs-based services. Our financial planning service addresses a variety of topics, ranging from cash flow and debt management to insurance and estate planning. If you want to stop focusing on your investment portfolio, we provide ongoing investment management services. This way, you can spend your time and energy on what is most important to you! If you are in an earlier phase of your wealth accumulation or you prefer to self-direct your investments, then you will want to take advantage of our one-time or periodic consultations, which we provide at reasonable hourly rates.

Accreditation

FPA

Garrett Planning Network

NAPFA

Associations

National Association of Personal Financial Advisors (NAPFA)Garrett Planning Network (GPN)Financial Planning Association (FPA)