Financial Solutions

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Financial Solutions in Maple Grove, MN

We offer several financial solutions like estate planning, portfolio management, annuities, and others.

Serenity Health Advisors - Financial Solutions and Annuities in Maple Grove, MN

At Serenity Health Advisors, we understand you may have a lot of questions regarding retirement planning. It is our goal to answer your questions or concerns and ensure that you have peace of mind. We offer numerous financial services including:

  • Comprehensive estate planning
  • Lifetime income tools
  • Guaranteed products
  • Help with rollovers
  • Understanding Social Security
  • Financial market analysis
  • Portfolio management

Please also do not hesitate to call us and set up a FREE REVIEW of your existing retirement plans. We’ve helped many people across Minnesota answer some common questions:

  • How much do I need to save for retirement?
  • Is my retirement funding being managed effectively?
  • What are the best options to invest in for retirement?

Protect your future and start planning for it today

Most importantly, we are NO HASSLE, NO OBLIGATION consultants – and we’re going to listen to your needs and provide a reliable evaluation of the following:

  • Brokerage accounts
  • IRA accounts
  • Stocks/Bonds
  • Mutual Funds
  • ETFs
  • REITs
  • College Accounts (529 plans)
  • 401k, 403b, SEP & Simple IRAs
  • Variable Annuities
  • Variable Life Insurance

We work with Ausdal Financial Partners for many of our financial services, which is a separately-owned Midwestern Broker-Dealer that has been operating since 1979. All securities are offered through Ausdal Financial Partners. Member FINRA/SIPC.

Investment products are also offered by registered representatives Pete Orth CFP and Dave Ramstack.

Call us today to set up a FREE CONSULTATION or a FREE REVIEW of your existing retirement plans at: 612-424-0505. We look forward to helping you!

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I understand that by submitting this form, I authorize Gretchen Morris, licensed sales agent, to contact me by email, phone or mail, regarding insurance plans, including Medicare Advantage Plans, Medicare Supplement Plans and Medicare Part D Plans. You may unsubscribe at any time.