We provide professional credit services. Our knowledge, experience and advanced technology will help obtain the perfect credit solutions.
At Serenity Wealth Management, we understand that financial peace of mind is the foundation for a fulfilling life. With a commitment to excellence and a passion for helping individuals and families achieve their financial goals, we are dedicated to providing personalized and comprehensive financial advisory services.
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Parsonex has an office on Irvine Boulevard in Tustin, California, serving families and retirees across Orange County, including Tustin Ranch, Irvine, Santa Ana, Orange, Costa Mesa, and Newport Beach. Our Tustin team focuses on retirement planning for families. We start with where you want to go, when you want to get there, and the resources and income sources you have, then chart a course together. We help with retirement income planning, pension rollover decisions, IRA and 401(k) rollovers, traditional and Roth IRAs, Roth conversions, Social Security timing, required minimum distributions, and life insurance as part of an overall family plan. Questions we hear most often: Can I roll my pension into an IRA? What should I do with my old 401(k)? When should I claim Social Security? We answer them in plain English, built around your situation, and we put the options side by side so you can see the trade-offs. Parsonex is not a fee-only firm. Depending on the account, clients pay an advisory fee or commissions, and our Form CRS explains how we are paid. You can verify our registrations on FINRA BrokerCheck and the SEC's IAPD. A firm can earn more when money moves into accounts it manages, so ask us how we are compensated. Meetings are by appointment, at our Tustin office or by video call. Securities offered through Parsonex Securities, Inc., Member FINRA/SIPC. Advisory services offered through Parsonex Advisory Services, Inc., an SEC-registered investment adviser.
Elevate Strategic Solutions is a consulting firm that offers credit consulting, financial advisory, financial structuring, and funding assistance services for individuals and businesses, helping clients strengthen their credit profiles and secure financing opportunities.
Financial planning involves the development of individual strategies in order to help you manage your finances and achieve your goals. Of course, the very first step is to make sure you receive the right advice from an expert. If you could only achieve your financial goals by just putting your money in the bank, then you do not need any financial plans. However, it is way harder to understand the complexities of an investment; hence you should look for a professional's service. If you are from California, then you can have access to several financial planning experts in the city you are living in. One of them is So Cal Financial Planning. They have a team of professional financial planners who can help you achieve your financial goals through incorporating various strategies and approaches. Other than that, they also make sure to guide you every step of the way, and will always be there for you anytime you need them.
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
