Skip to main content
Financial Serenity
Financial Serenity
#BeeSalty | Life, on Purpose!
  • Home
  • About
    • Contact
  • How We Serve
    • The Collective
    • One Page Plan
    • Elite
    • Signature Circle
  • Login & Resources
    • Investment Accounts
    • Altruist Financial
    • my529
    • Planning Tools
    • Monarch Money
    • Elements
    • RightCapital
    • Community
      • Community Portal
    • Resources
      • Weekly Encouragement
      • Onboarding
      • fpu
      • Will & Trust
      • RightCapital Financial Planning
      • Elements
    • Blog
  • Free Discovery Call

Blog categorized as Uncategorized

Subscribe to RSS Feed

Categories

  • Uncategorized

    (0)

  • Financial Foundations

    (2)

Tags

  • 10/10/80 Rule
  • Budgeting Basics
  • Financial Coaching
  • Monarch Money
  • Money As A Tool
  • The Collective

Required Disclosures

  • Customer Relationship Summary (Form CRS)
  • Form ADV Part 2A – Firm Brochure
  • Form ADV Part 2B – Brochure Supplement
  • Privacy Policy

Background Verification

  • FINRA’s BrokerCheck
  • SEC’s Investment Advisor Search
  • IAPD Database Search

Legal Information

  • Terms of Service
  • Business Continuity Plan (Coming Soon)
  • Code of Ethics (Coming Soon)
  • Client Complaint Procedures

Registration Disclosure: Financial Serenity, LLC is a registered investment adviser in Burleson, TX. Advisory services are only provided to clients where Financial Serenity, LLC is properly registered or exempt from registration.

No Solicitation: This website is for informational purposes only and does not constitute a solicitation or offer to buy or sell securities or investment advisory services over the Internet.

State Registration: Contact your state securities regulator to confirm the registration status of Financial Serenity, LLC.

Third-Party Information: No warranties or guarantees are made regarding third-party content linked herein. Use at your own discretion.

Investment Risks: All investing involves risk. Nothing on this website should be construed as legal, tax, or investment advice.

Insurance Services: Offered through licensed representatives of Financial Serenity, LLC.

No Warranties: No warranties are implied.

© 2025 Financial Serenity, LLC. All rights reserved. | Last Updated: May 26, 2025