Serenity Retirement System
The Serenity Retirement System helps you design and confidently live the retirement you deserve by transforming financial stress into clarity and aligning your money with the life you’ve imagined.
Step 1: Understand Your Numbers
Gain clarity and control by taking a full inventory of your retirement resources and building a clear plan based on what you truly have. This is where we transform uncertainty into direction.
Assess all retirement assets to understand your complete financial picture
Identify gaps and opportunities for optimization
Design a plan that aligns with your vision for retirement
Create a personalized retirement map based on real, organized data
Step 2: Execute Your Strategy
Put your plan into motion by turning assets into income, protecting what you’ve built, and using smart financial strategies to grow your wealth throughout retirement.
Organize your retirement income sources
Maximize income with tax-efficient withdrawal strategies
Protect assets with tailored insurance and legal structures
Use private lending and private banking strategies to create new income streams
Step 3: Preserve Your Legacy
Ensure your wealth lasts beyond your lifetime by protecting what matters most and creating a smooth, intentional transfer to the next generation.
Identify the assets you want to preserve and pass on
Establish financial structures, like trusts, to protect and control those assets
Conduct quarterly reviews to adapt to changes and keep your legacy plan on track
Services Included in the Serenity Retirement System:
Retirement Income Strategies
Social Security Planning
Trusts & Pour-Over-Wills
Power of Attorney
Retirement Portfolio Planning
Life Insurance
Private Lending
Annuities
Tax Minimization
Strategies
3 Simple Steps to
Design Your Dream Retirement
Design an Income Plan that lets you live the life you want.
Create a Wealth Protection Plan to ensure long term stability.
Create a tax strategy that preserves your wealth.
Location
Quick Links
Business Hours
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
Closed
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