PlanTodayforaConfidentTomorrow
Retirement strategies built for stability, income, and peace of mind. Our team of specialists helps you protect what you've built and create the future you deserve.
Retirement Planning Built Around Your Life
Retirement planning is about protecting what you've built and creating confidence for the years ahead. Serenity Insurance Group provides thoughtful guidance to help organize savings, manage risk, and develop strategies that support long-term financial stability.
Each plan is tailored to your goals, timeline, and comfort level — helping reduce uncertainty and create a clearer path toward the retirement you envision.
Your Free Retirement Review Covers:
A Comprehensive Review of Your Financial Future
Six critical areas we evaluate to help you understand where you stand today — and how to build a more confident retirement strategy.
Income Planning
Design reliable income streams that last
A strong retirement begins with reliable income. Our retirement specialists help design personalized income strategies focused on long-term stability, so you can enjoy retirement with confidence and peace of mind.
Market Safety Planning
Protect your savings from volatility
Market downturns can significantly impact retirement savings. Our team uses proven tools and strategies designed to help reduce exposure to market volatility while supporting steady, predictable growth.
Proactive Tax Planning
Keep more of what you've earned
Taxes can quietly erode retirement income if left unmanaged. Through proactive planning strategies, we help minimize unnecessary tax exposure so more of your money stays with you and your family.
Asset Protection & Estate Planning
Secure your legacy for future generations
A thoughtful estate plan helps protect both assets and loved ones. We review estate planning strategies designed to reduce unnecessary probate costs and support a smooth transfer of wealth for future generations.
Healthcare & Long-Term Care
Plan for rising care costs with confidence
Healthcare and long-term care expenses remain one of the largest financial risks in retirement. We help evaluate coverage options and funding strategies designed to help manage potential costs without jeopardizing your financial plan.
Transparent & Low Investment Fees
Maximize returns with fee-conscious strategies
Hidden fees can significantly impact retirement outcomes over time. We bring visibility to investment costs and help align fees with the value and services provided — supporting a more transparent and efficient approach to retirement planning.
Guidance You Can Trust
Retirement planning is supported through a trusted partnership with Lasting Mark Retirement, providing access to experienced specialists focused on long-term financial strategies.
Pat Schmidt
Senior Retirement Strategist
Jay Curatti
Retirement Planning Advisor
Cole McVay
Financial Planning Specialist
Joe Skelley
Retirement Income Advisor
Joshua Burns
Wealth Preservation Specialist
How We Build Your Retirement Strategy
Retirement planning is not one-size-fits-all. Every strategy begins with understanding your financial goals, retirement timeline, and comfort with risk.
Discovery
We start by understanding your financial picture — your goals, timeline, risk tolerance, and what retirement looks like to you.
Analysis
Our specialists assess your current portfolio, income sources, tax exposure, and protection gaps to identify opportunities.
Strategy
We build a personalized plan structured around income stability, asset protection, and long-term confidence.
Implementation
With your approval, we put the plan into action — coordinating every detail so nothing falls through the cracks.
Ongoing Review
Life changes. Markets shift. We schedule regular reviews to keep your strategy aligned with your evolving needs.
Retirement Planning FAQ
Ready to Get Started?
Your complimentary retirement review is the first step toward a more confident future. No cost, no obligation — just clarity.
Disclaimer: Serenity Insurance Group and Lasting Mark Retirement do not provide legal or tax advice. Content is for informational purposes only. Consult with qualified professionals for advice specific to your situation.
Connect with Us Today
Start a simple, no-pressure conversation about your retirement goals. Our specialists are here to help you build a plan you can feel confident about.