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For Business Owners & Professionals

For Business Owners & Professionals

We focus on retirement and income planning for business owners, physicians, and medical professionals. Let us help you assess your risk tolerance, assist with investment analysis, and address fiduciary responsibilities today.

Strategies for Businesses



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MEET SIMA ALEFI, AAMS®, ChFC®, WEALTH MANAGEMENT ADVISOR

Our Client-Centered Approach

We work with you to create personalized investment portfolios to help develop your long term financial security. Let's sit down and discuss what’s important to you now, and discover the ideal plan for your future.


How Can We Help?

No matter where you are in your financial journey, we are delighted to help you take your next step! Click below to schedule a complimentary introductory call with one of our advisors to get started.

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Comprehensive Services Engineered to Your Goals
Pre-Retirement Management

Pre-Retirement Management

We create strategies that are tailored to your needs and goals.

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Post Retirement Money Management

Post Retirement Money Management

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Insights & Resources

Insights & Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Serenity Financial Planning, LLC or LPL.