For Businesses

At Serenity Financial Planning, we specialize in advising small-business owners and helping them grow and preserve their businesses for the future. We know that running a small business isn’t easy—we do it every day—and comes with many unique struggles. But our team has the knowledge and experience you need to potentially help you overcome those obstacles, grow your company, and preserve it for the future.

We believe that every person deserves to feel confidence in their financial future, which is why we offer services to help business owners plan their own retirement, as well as that of their employees. Many business owners view their business as their retirement plan, but fail to consider important factors like business succession or a detailed exit strategy for when they’re ready to retire. We can help you to effectively plan for your own future, as well as the future of your business. Additionally, we’ll guide you through other retirement planning options, so your retirement doesn’t rely on your business alone.

As an employer, your own retirement isn’t the only one you need to think about. Your employees also rely on your business for their own future retirement, and employer-sponsored retirement plans afford them the opportunity to save for those futures. Serenity Financial Planning can guide you through selecting and implementing a retirement plan in the workplace, and provide your employees the support they need to take full advantage of it.

At Serenity Financial, we’re committed to your success, the success of your business, and the success of your employees.

We’re proud to support the owners of non-profit organizations who are dedicated to making our communities a better place to live. We recognize the sacrifices you make, and believe that the selfless work you do should not impede your ability to plan for a comfortable, confident retirement. We help non-profit business owners like you develop financial plans that can help you reach your goals, and keep your company on track.

We want to help ensure that your non-profit will continue its important work for years to come. Contact Serenity Financial Planning today, and we’ll help develop a plan that works for your business and personal needs.