It should be your reward — a season filled with purpose, enjoyment, and peace of mind. But without a clear, personalized plan, it’s easy to feel overwhelmed. Many people approaching retirement worry about outliving their money, getting caught in market swings, or wondering if they’ve really done enough.
Fear of outliving your money or losing it in the stock market
Concerned about the impact of taxes on your retirement income
Lack of organization causing you to feel worried or confused
When you’re confident in how your retirement plan comes together, everything feels clearer. Each piece is working in harmony toward your goals. With a personalized strategy guiding you, you can move forward with peace of mind, knowing your retirement isn’t left to chance—it’s built with purpose.
Enjoy retirement with confidence, knowing exactly where your income is coming from — and that it’s built to last.
Enjoy retirement with confidence, knowing exactly where your income is coming from — and that it’s built to last.
Feel secure with a plan that prepares for taxes, healthcare costs, and market shifts — so you’re never caught off guard.
Make decisions with clarity, backed by a personalized strategy tailored to your goals and lifestyle.
The Serenity Retirement System empowers you to intentionally design the retirement you’ve always imagined—one that reflects your deepest values, priorities, and dreams. Instead of reacting to financial stress or uncertainty, you’ll proactively shape a retirement that supports the lifestyle you truly want to live.
This isn’t just about saving money—it’s about creating a clear, customized roadmap that aligns your finances with your vision for freedom, purpose, and peace of mind. Through proven, faith-driven strategies and step-by-step guidance, Serenity helps you turn vague hopes into concrete plans—so you can move into retirement with total confidence.
With the Serenity Retirement System, you’re not settling for a generic retirement plan—you’re creating the life you’ve worked so hard for, with clarity, control, and intention.
Assess all retirement assets to understand complete financial picture
Identify potential tax-saving strategies
Uncover income gaps and opportunities for optimization
Design a plan that aligns with your vision for retirement
Structure retirement assets to align with your retirement strategy
Complete documents needed for plan execution
Maximize income with tax-efficient withdrawal strategies
Identify additional income opportunities
Determine the legacy you want to leave
Identify the assets which are part of your legacy plan
Create the structures needed to protect assets and implement your legacy
Monitor and adjust as needed
Your financial future doesn’t have to feel uncertain or overwhelming. With the Serenity Retirement System, we help you create a personalized, stress-free path to the retirement you truly want—whether that means traveling the world, spending more time with family, or simply living comfortably without financial worry.
Ready to take the first step?
Book your free exploration call today to discover how we can eliminate financial stress, optimize your wealth, and build a retirement plan that reflects your values, goals, and ideal lifestyle.
Let’s turn peace of mind into a plan—and your vision into reality.
Terian Consulting Financial Solutions
1016 W Jackson Blvd.
Chicago, IL 60607
(331) 466-1906
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8 AM - 6 PM
8 AM - 6 PM
8 AM - 6 PM
8 AM - 6 PM
8 AM - 6 PM
By Appointment
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