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Serenity Wealth Management
Serenity Wealth Management is a financial advisory firm recognized by Forbes as one of the Best in State Top Next Generation Wealth Advisors
Serenity Wealth Management is a financial advisory firm recognized by Forbes as one of the Best in State Top Next Generation Wealth Advisors. They help clients navigate market volatility and plan for their financial future.
Location
Chicago, IL · 40mi radius
Website
Questions to ask Serenity Wealth Management
Every financial planners interview should cover these four questions before you sign anything.
- 1Are you a fee-only fiduciary (no product commissions)?
- 2Do you hold the CFP® designation?
- 3How do you coordinate with an elder law attorney on Medicaid planning?
- 4Have you modeled long-term care costs for other Chicagoland families?
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