Serenity Financial operates as an independent agency under the umbrella of Five Rings Financial. The company's stated mission is to educate middle-income American families on financial literacy and provide them with personalized strategies for wealth building and protection. They specialize in offering insurance products such as annuities and life insurance with living benefits to help clients with retirement planning, debt elimination, and college savings. The business model relies on a network of agents who are part of the larger Five Rings Financial organization.

Founded in

United States