In all that we do, we will work ‘heartily as unto the Lord’ for the glory of God, and for the good of our clients and employees.

Vision
The Serafini Financial Group is a financial planning firm, driven by Christian principles that impacts the lives of our clients and our community through excellence in financial planning.
Mission
Our mission is to bring value to our clients by providing them with personal, lifelong financial expertise founded upon integrity and exceptional service.
Values
We embrace a Christ-centered biblical worldview that is the foundation of our commitment to serving our clients and employees with excellence, integrity, and compassion.

Process

A Systematic Approach to
Wealth Management

We approach our work from highly principled perspective, rooted in our Christian values and demonstrated by our determination to keep our clients’ best interests at the forefront of every strategy or recommendation we make.

Getting to Know You
We take the time to find out what is important to you, your family, or your business. You will also learn more about us, as we provide a transparent explanation of our services, our fees, and talk with you to determine how we may best serve you.

Identifying Your Goals
We ask a lot of questions so we can better understand your hopes and dreams.

Analyzing Your Current Situation
Once we get to know you and identify your goals, our team of experts will analyze your current situation and customize your plan.

Creating Your Plan
When your plan is ready for your review, we make sure to take plenty of time to answer any questions that you have about our initial recommendations. Our mission is to ensure your financial goals and life objectives meet your needs and are in line with your level of comfort in taking on risk. Your advisor will walk through any questions you have.

Implementing the Plan
After you approve the plan, our team goes to work putting the plan into action. We update you throughout the entire process.

Keeping You on Track
After the plan has been implemented, we continue to work diligently to keep you on track and moving forward. You get a partner for life.

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The path to your financial goals needn’t seem unattainable or uncertain. No matter your level of wealth, we can partner with you to establish a comprehensive process for managing your financial life and create a long-term plan customized to your unique needs. Let us guide you through the watershed moments of your financial life. We’re here to serve you, and you can count on us to deliver personalized attention and unequaled service.