Financial Serenity
Financial Serenity
#BeeSalty | Life, on Purpose!
Services >> Insurance >>

Secure Your Financial Future

We offer insurance options tailored to your needs, from protecting your loved ones to ensuring a stable retirement. 

Secure Your Financial Future

We offer insurance options tailored to your needs, from protecting your loved ones to ensuring a stable retirement. 

Term-Life

Shield Your Loved Ones from Life's "What Ifs." 

Life is filled with uncertainties, but the well-being of your family shouldn't be one of them. Protect their future. 

  • Affordable Premiums
  • Flexible Term Lengths
  • Quick Approve Process

Annuities

Guarantee a Stable Income During Retirement.

Retirement should be a time of enjoyment, not financial stress. Fixed and Indexed Annuities offer a dependable income stream so you can focus on living your best life. 

  • Guaranteed Income
  • Flexible Investment Options
  • Tax-Deferred Growth

IULs*

Enjoy Tax-Free Income in Retirement with Indexed Universal Life Insurance

Why settle for less when you can enjoy a more financially secure retirement? IULs provide both life insurance coverage and a tax-free income source during retirement. 

  • Life Insurance + Investment
  • Tax-Free Retirement Income
  • Flexible Premiums

​LTD

Guard Your Earning Potential with Long-Term Disability Insurance

Your ability to earn an income is one of your greatest assets. What happens if illness or injury interrupts that? Long-Term Disability Insurance helps replace your income so you can focus on recovery.

  • Replacement of a Significant Portion of Your Income
  • Flexible Coverage Periods

*As a general rule of thumb, we only start recommending IULs when you have maxed out 401(k) & IRA options. Or when you are looking to plan for Long Term Care. 

Need Help Safeguarding your family?

Ready to Transform Your Financial Future?

Unlock Your Financial Potential: 

Book Your Strategy Session Now—It's Free!

HIDDEN Home      Services       Team       SmartVestor Pro       Resources

Check the background of Financial Serenity, LLC on FINRA'S BrokerCheck. 
Or a direct link to the SEC's Investment Advisor Public Disclosure site. 
       


There are no warranties implied.


Financial Serenity, LLC is a registered investment adviser in Burleson, TX. Financial Serenity, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Financial Serenity, LLC’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of Financial Serenity, LLC's website on the Internet should not be construed by any consumer and prospective client as Financial Serenity, LLC’s solicitation to effect, or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Financial Serenity, LLC with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of Financial Serenity, LLC, don't hesitate to contact the state securities regulators for those states in which Financial Serenity, LLC maintains a registration filing. A copy of Financial Serenity, LLC’s current written disclosure statement discussing Financial Serenity, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Financial Serenity, LLC upon written request. Financial Serenity, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Financial Serenity, LLC’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience, and all users should be guided accordingly.


This website and information are provided for guidance and information purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Please consult a qualified financial adviser and tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.


Insurance products and services are offered and sold through Financial Serenity and individually licensed and appointed insurance agents.