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Testimonials

We have known Susan Alefi for over 15 years and she has turned out to be more than our financial advisor. She is a true friend whom we trust 100% with her financial advice.
We value Susan’s expertise in a financial sense. She has overseen our finances as well as tended to our needs upon retirement. Whenever we have questions or an issue has presented itself, we place a call, and she responds in a timely manner offering advice or explanation.
She has made us feel very comfortable with whatever comes up and is receptive to our needs. She is knowledgeable and always keeps us abreast of the latest issues.

-Mel & Fran-

This statement is a testimonial by a client of the financial professional as of 04/10/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Reference tracking approval 4481538  

Susan Alefi's 30+ years experience, knowledge, hard work, professionalism and warm, friendly personality is a perfect fit for me. She is easy to work with, accommodating my schedule and clearly communicates, answering my questions and explaining when I don't understand. She has helped me move my financial portfolio from my previous institution that I felt just wasn't paying attention to my account, to her company "Serenity Financial Planning". Susan has "cleaned up" my portfolio and invested me in financial products that are making me significant gains already in a short time. Susan was truly the answer to my prayers just when I really needed help. I trust her explicitly, you can too. You won't be disappointed.
-Karen-

This statement is a testimonial by a client of the financial professional as of 04/10/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Reference tracking approval 4481535

We Furnish our clients with the knowledge and counsel needed to reclaim authority over their financial destinies, guiding them towards a future crafted by their aspirations and decisions 

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Small-Firm Service Backed by Big-Firm Resources

Serenity Financial Planning offers the one-on-one, personalized financial services you expect from a small firm, with the resources and support that only a top nationwide firm can offer. Our in-house team and the backing of LPL Financial make it possible for us to customize your financial plan and provide you with the exact financial services you need to get you to your financial goals.

MEET OUR TEAM and OUR LPL FINANICAL RESOURCES

Why Choose Serenity Financial Planning?

At Serenity Financial Planning, we believe that finances are a woman’s business. We’ve seen the impact that a lack of financial understanding and guidance can have on a woman’s life, and we’re committed to helping educate and empower women to take control of their finances. Whether you’re a career-minded woman managing her own money, or a couple approaching retirement and concerned about ensuring your spouse is provided for in the future, our team is here to help.

You can learn more about our services at the links below, or reach out to us to schedule your complimentary initial consultation today.

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Women in Medicine

Women in Medicine

As a woman in the medical field, you put others’ needs first on a daily basis. At Serenity Financial, we keep the focus on your financial needs, helping you plan and prepare for your own future as you continue to serve others. Your financial health is our number-one priority.

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Widows & Widowers

Widows & Widowers

Women are especially susceptible to financial uncertainty after the death of a spouse. We’ll help you navigate the financial hurdles that arise from this loss, while addressing concerns about your long-term financial stability like managing investments, receiving spousal benefits, and more.

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Women in Business

Women in Business

The number of women entrepreneurs and executives is on the rise. While owning your own business can be exciting and empowering, it does significantly complicate your finances. Serenity Financial helps simplify issues like business taxes, cash flow, and more, so you can focus on your career.

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Women Experiencing Divorce

Women Experiencing Divorce

Going through a divorce can be one of life’s most jarring transitions—emotionally, socially, and financially. We can help you navigate the financial complications of your divorce, while helping you find a clear path ahead to pursue financial independence as a single woman.

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We Offer Comprehensive, Customized Financial Services to Address Your Unique Needs

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Take Control of Your Finances

Take Control of Your Finances

We provide financial planning, education, and long-term guidance to women experiencing major life transitions, business owners, and those nearing retirement. We help you define your legacy, plan for your future, and take control of your finances with confidence.

Feel Confident in Your Retirement

Feel Confident in Your Retirement

How independent do you feel in your retirement? We provide the clarity, financial knowledge, and support you need to feel confident about the future. From retirement income planning and insurance to estate and tax planning, we provide comprehensive support for a more fullfilling retirement.

Build the Lifestyle of Your Dreams

Build the Lifestyle of Your Dreams

At Serenity Financial Planning, we know that money is just a means to an end—and that end is a happy, fulfilled life. We thrive on helping our clients improve their financial wellbeing, pursue their financial goals, and begin to live the kind of lives they’ve always envisioned.

Protect Your Family and Your Future

Protect Your Family and Your Future

Financial stability means a secure future for yourself and your loved ones. At Serenity Financial, we get to know you and your family, and come to understand your needs so that we can seek to ensure you’re protected. From insurance coverage to financial guidance, we have you covered.

About Serenity Financial

About Serenity Financial

We are a boutique financial firm that offers a personalized approach to financial planning. We pride ourselves on always being available when you need us and treating your goals as our own—because when you succeed, we succeed.

About Our Firm
About Our Team

About Our Team

Our team stretches across the nation, giving us access to the knowledge and experience of thousands of financial professionals. However, we maintain the feeling of a small firm, with one-on-one, tailored services to help meet your needs.

About Out Team
About Our Process

About Our Process

We utilize a SIMPLE process that allows for customization and adaptation to help ensure we’re always meeting our clients’ unique needs. From the first meeting to our ongoing support of your financial plan, our process keeps your best interests at heart.

About Our Process

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