Your Financial Life, Simplified.
Managing money as you approach retirement can feel overwhelming - too many decisions, too much noise, and too much at stake to figure it out alone. At Serenity Financial Planning, we work alongside you to help bring clarity to the complexity.
Susan Alefi built Serenity for people who are ready to stop guessing and start working with someone who wants to understand the full picture - investments, taxes, retirement income, and everything in between. Our clients come to us feeling uncertain. They leave our conversations feeling informed, organized, and more confident about where they are headed.
We do not believe in one-size-fits-all solutions. Our clients get a personalized plan, a dedicated advisor, and a relationship built on honest, straightforward guidance.
