TRANQUILITY FINANCIAL PLANNING

"Providing you with a financial peace of mind."

 

Tranquility Financial Planning is a FEE-ONLY comprehensive financial planning and wealth management firm focused on serving minority households.

TRANQUILITY FINANCIAL PLANNING

"Providing you with a financial peace of mind."

ASSOCIATIONS

ASSOCIATIONS

 

Are you unsure of whether or not you need to work with a financial advisor?

Have you been told that planning for your retirement is a Do-It-Yourself task?

If your answer is Yes to any of these questions, then you are no different than almost 70% of U.S. Households. But its not too late.   Click the link below to see if you are on the right track, or if working with a financial planner is right for you.

 

 Do I Need a Financial Advisor?

 

 

Are you unsure of whether or not you need to work with a financial advisor?

Have you been told that planning for your retirement is a Do-It-Yourself task?

If your answer is Yes to any of these questions, then you are no different than almost 70% of U.S. Households. But its not too late.   Click the link below to see if you are on the right track, or if working with a financial planner is right for you.

 

 Do I Need a Financial Advisor?

 

OUR SERVICES

OUR SERVICES

FP

Comprehensive Financial Planning

We help you find financial peace to feel confident about your finances. This ultimately helps you focus on the things that are most important in  your life such as your family and friends. We offer three (3) distinct comprehensive financial planning programs aimed at meeting your needs and based on where you are in your financial life. Below is a summary of the services we offer:

  • Cash Flow & Debt Management
  • Education Planning
  • Wealth Management
  • Retirement Planning
  • Employee Benefits
  • Insurance & Risk Management
  • Estate Planning
  • Tax Planning

 

 

 

 

 

 

 

 Learn More»

inv

 Wealth Management

Our wealth management services help you address the complexities of today’s marketplace with professional guidance and a disciplined process. Together, we discuss your investment objectives, time horizon, and risk tolerance to design your asset allocation. We use modeled portfolios with low cost exchanged traded funds (ETFs) to help support your long term growth. We review and rebalance your portfolio periodically to maintain your target allocation and investment strategy. We charge ZERO commissions on the investment funds that we use in your portfolio as we are a FEE-ONLY firm. we can help you establish the following accounts:

  • Individual Taxable
  • Joint Taxable
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • Trust

 

Learn More»

bus

Small Business Solutions

For small businesses, we offer retirement and tax planning services. Our retirement planning services include pre and post retirement strategies to ensure that you and your employees  can enjoy a steady stream of income during your retirement years. Our tax planning services includes a review of your tax situation to provide you with strategies that will help minimize your current and future income taxes and grow your wealth. We work with your accountant and other professionals to help implement our recommendations. 

 

 

 

 

 

 

 

 

 

 

  

 

  

 

 

 Learn More»

FP

Comprehensive Financial Planning

We help you find financial peace to feel confident about your finances. This ultimately helps you focus on the things that are most important in  your life such as your family and friends. We offer three (3) distinct comprehensive financial planning programs aimed at meeting your needs and based on where you are in your financial life. Below is a summary of the services we offer:

  • Cash Flow & Debt Management
  • Education Planning
  • Wealth Management
  • Retirement Planning
  • Employee Benefits
  • Insurance & Risk Management
  • Estate Planning
  • Tax Planning

 

 

 

 

 

 Learn More»

inv

 Wealth Management

Our wealth management services help you address the complexities of today’s marketplace with professional guidance and a disciplined process. Together, we discuss your investment objectives, time horizon, and risk tolerance to design your asset allocation. We use modeled portfolios with low cost exchanged traded funds (ETFs) to help support your long term growth. We review and rebalance your portfolio periodically to maintain your target allocation and investment strategy. We charge ZERO commissions on the investment funds that we use in your portfolio as we are a FEE-ONLY firm. we can help you establish the following accounts:

  • Individual Taxable
  • Joint Taxable
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • Trust

Learn More»

bus

Small Business Solutions

For small businesses, we offer retirement and tax planning services. Our retirement planning services include pre and post retirement strategies to ensure that you and your employees  can enjoy a steady stream of income during your retirement years. Our tax planning services includes a review of your tax situation to provide you with strategies that will help minimize your current and future income taxes and grow your wealth. We work with your accountant and other professionals to help implement our recommendations. 

 

 

 

 

 

 

 

 

 

  

 

  

 

 

 Learn More»

 

Schedule an Appointment

Call or email to schedule your free discovery session either virtually or in our office with one of our experienced Financial Planners.

 

 

 

 

 

 

schedule

 

 

  Lets get started! 

 

Schedule an Appointment

Call or email to schedule your free discovery session either virtually or in our office with one of our experienced Financial Planners.