Serda Financial works with family owned businesses, closely held corporations, and affluent minded individuals in the following areas: Cash Flow Efficiencies Real Wealth Accumulation/Preservation Tax Favored Strategies Retirement Income Planning One of Serda Financial's unique approaches is that we help people find money they are currently losing unknowingly and unnecessarily. We believe there is more opportunity to serve our clients by helping them avoid the losses in their financial plan, rather than just by picking better investments. We will begin our process with getting to know you and your goals, to fact finding, to planning, and ultimately implementing solutions. We believe in comprehensive financial planning and guarantee a very high standard of excellence, ethics, transparency, and creativity in our planning.