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.
Worried about outliving your money or losing it in a market downturn: Without a plan, it’s easy to fear your savings won’t last or could drop suddenly.
Concerned taxes will quietly erode your retirement income: Without smart planning, taxes can take more than you expect from your retirement funds.
Feeling disorganized or unsure if you’ve done enough: A lack of structure can leave you overwhelmed and questioning your readiness for retirement.
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.
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
Planning for retirement can be a complex and daunting process. With so many options and uncertainties, it’s essential to have a reliable and experienced guide by your side. I understand that everyone’s retirement goals are unique, and I’m committed to tailoring strategies that align with your aspirations and financial situation.
Through comprehensive financial analysis, strategic portfolio management, and diligent monitoring, I will help you create a retirement plan that reflects your desires for financial security and stability during your golden years. Together, we will explore various avenues such as investments, savings, and retirement accounts to ensure that you are on track to achieve the retirement lifestyle you have envisioned.
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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