Who we are
Financial Advisor's
Working for Your Company's Future
Serda Financial works with family owned businesses, closely held corporations, and affluent minded individuals in the following areas:
- Cash Flow Efficiencies
- Real Wealth Accumulation/Preservation
- Tax Favored Strategies
- Retirement Income Planning
One of Serda Financial’s unique approaches is that we help people find money they are currently losing unknowingly and unnecessarily. We believe there is more opportunity to serve our clients by helping them avoid the losses in their financial plan, rather than by just picking better investments alone.
We will begin our process with getting to know you and your goals, to fact finding, to planning, and ultimately implementing solutions.
We believe in comprehensive financial planning and guarantee a very high standard of excellence, ethics, transparency, and creativity in our planning.
Culture and Values
Our Philosophy
If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you have, where it’s located, we can do a better job, etc. It seems that most investment firms share the same singular focus of trying to find better products that earn a higher rate of return, often requiring more risk. Earning higher returns is certainly not a bad thing, and something we can help you with as well, however, we do not believe this singular focus is prudent in obtaining your goals or maximizing wealth potential.
There are only two fundamental ways any financial professional can help you; The first is to find better products that potentially pay higher returns, often requiring more risk. The second is to help you become more efficient by avoiding unnecessary losses. We believe there is more opportunity to serve our clients by helping them to avoid the losses rather than by seeking higher returns.
Our Mission
To empower individuals, families, and businesses with the information required to make better financial decisions
Since 1999, Serda Financial has operated with the purpose of helping clients take control of their money. While many firms focus on showcasing average rates of return, or promoting a particular product, we understand that taking control of your money requires something entirely different. It requires not only a systematic approach to understand your goals, fears and thoughts, it also requires a redefinition of what the playing field looks like. Chances are, you have preconceived notions about investing, the role of financial advisors, banks, taxes and the government. Or, perhaps there are things you’re unaware of. We’re here to shine the light on those areas, and help you gain a clear understanding of the players, the rules of the game, and how you can position yourself before an investment plan is ever developed.
Our Core Values
Approachability and honesty are the foundations of our business. We maintain high ethical standards that inspire positive values and moral conduct in everything we do.
Professional Integrity
Our Philosophy
We believe there is more opportunity to serve our clients by helping them avoid the losses than by just picking the winners.
Complete Client Satisfaction is the key performance indicator that is crucial to our success. We are focused on taking care of our client’s best interest and ensure that we are delivering an effective level of service and innovative solutions that bring value to our client.
Client Satisfaction
Professionalism
We take pride in our meticulous adherence to courtesy, honesty, and responsibility in working with our clients and associates.
We invest in our community because we understand the symbiotic relationship between its success and ours.
Community Involvement
Our Team
Erik Serda
Founder/Financial Consultant
Erik is the founder of Serda Financial Safe Money Concepts, which he started in 1999. He is not only a proponent of the strategies he discusses with his clients, but also a customer himself. Erik specializes in taking a visual educational approach with clients, boiling down complex financial strategies to simple sketches and stories that they can easily understand. He is also an endless student in the continually evolving subject of wealth creation/preservation.
Erik Serda, helps individuals, families and business owners gain financial security and independence.
You can also be assured that Erik has always operated with, and continues to provide, the highest standard of financial knowledge and care for his clients – referred to as a “fiduciary” standard – always putting his clients’ best interest first.