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The Millennial’s Guide to Retirement Planning
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Sernett Wealth Management
Scott J Sernett
Wealth Management Advisor|CFP®, CLU®, ChFC®, AEP®
We build partnerships, solve complex problems, and provide security for our clients
Redefine What Winning Is To You
Has it felt like winning has come at a cost? Success in your professional life has been remarkable, but your personal life may have taken a backseat. You’ve poured so much into your career and business that you look towards the future with anxiety because of uncertain answers.
How Much is Enough?
- Can I confidently make major financial decisions?
- How can I effectively manage all aspects of my finances?
- What if something happens to me?
- What do we do about taxes?
Many of our clients strive to be financially prepared for any situation. They view financial security as a threshold of safety. Despite their achievements, they are weighed down by concerns about their financial future and have a pessimistic outlook on retirement.
You Deserve To Pursue Your Dreams Without Constantly Worrying About Your Finances
Expertise You Can Believe In
Extensive Experience: For over 28 years, we have helped thousands of clients navigate the financial complexity associated with high incomes and net worth.
Personalized Approach: We tailor your plan to suit your specific needs, so we are pulling the right levers at the right time.
Fortune 111 Backing: Our local expertise is supported by a Fortune 500 company, ensuring you receive the best of both worlds.
Client Testimonial
We have worked with Scott for more than 20 years for our personal retirement planning. Once we became small business owners 12 years ago, we also worked with Sernett Wealth Management to integrate our overall business strategy into our long-range plans for our company. Their expertise and advice have been invaluable to us as we plan our personal future, and that of our business. Their attention to detail has allowed us to have a solid plan in place to work toward our clearly defined end goals. Sernett Wealth Management is second to none in their approach to working with their clients! We are grateful for the ever-evolving knowledge and guidance they have provided to us over the years.
It's Time To Tip The Scales In The Other Direction And Rediscover What Winning Truly Means To You
A proven process designed to provide you with clarity and a clear path forward ensuring you feel supported every step of the way.
Discovery:
We take the time to truly understand you, your goals, and where you currently stand in your financial journey.
Data Collection and Analysis:
This is the necessary information gathering to analyze it meticulously to gain a comprehensive understanding of your financial situation.
Evaluation and Recommendations:
We present you with a detailed analysis, highlighting your strengths and keys areas of opportunity.
Collaboration and Implementation:
We work hand in hand with you to develop a customized plan and guide you through the implementation process.
Getting Started Doesn’t Have to Be Overwhelming
Second Opinions Matter:
We offer a second opinion on your current financial plan for a nominal fee. It's an opportunity to gain peace of mind and make sure you're on the right track.
Transparent Strategy:
We ensure that every strategy we propose makes sense for your unique circumstances, if not, you don’t have to move forward.
Putting Your Interests First:
Scott Sernett and Jason Hassman are CERTIFIED FINANCIAL PLANNER™ professionals who have met the rigorous experience and ethical requirements and uphold the CFP® Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
Planning with Distinction:
Scott Sernett has been recognized as
Best-In-State Top Financial Security Professionals by Forbes.
Forbes Top Financial Security Professionals Best in State List (July 2023). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2022. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating list, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Client Testimonial
Working with Sernett Wealth Management gave us the confidence we could achieve our life goals and clarity on what was needed. They also encouraged us to enjoy the journey, helping us balance our financial goals with living life.
Can You Afford Not To?
The safety net is not in the amount you have, it’s in the plan and preparation, but you know that already.
It’s time to give yourself permission…
To not worry about what you are spending or if you have enough.
To enjoy what you’ve worked so hard to attain.
To redefine what winning means, so you can do what you have always done, and go out and get it.
Reach out to Sernett Wealth Management today to schedule a consultation.
Client Testimonial
Financial planning for one’s future is more than just numbers. It requires attention to detail regarding the specific needs of the family or couple involved along with knowledge on how those needs can be achieved. The team at Sernett Wealth Management has spent the time to know us very well so they can support us meeting our financial goals. Their attention to detail and personalized service sets them apart from any financial managers we have worked with in the past. They have provided us the confidence and peace of mind that can only be achieved through competence and knowledge.
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.