Serenity Capital Advisors’ Role in Your Financial Life

This chart outlines all the ways we can add value and peace of mind to your financial life.

Financial Planning

Creation of Comprehensive Financial Plan

Annual Plan Review & Update

Social Security Planning

IRA Conversion & Contribution Planning

Financial Debt Management Planning

Portfolio Management

Asset Allocation Planning

Securities Selection & Monitoring

No Transaction Cost Trading

Fiduciary Responsibility

Risk Management via Micro Strategies

Quarterly Reviews of Performance and Market Conditions

Tax & Estate Planning

Review of Cost Basis

Review Realized Gain

Tax Loss Harvesting

Beneficiary Planning & Implementation

Working with your Attorney & CPA

Cash Management & Budgeting

Review of Budgets on Annual Basis

Management of RMD Requirements

Monthly Distribution Management

Cash Harvesting Strategies

Tax Withholding on Distribution

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