Investment Advice

Sera Capital offers specific investment advice to our accredited clients. We offer financial educational resources through our education center, our blog and our Financial Tales book so that you can help yourself.

Our philosophy on financial planning is different from much of the financial planning industry – our goal is to clear up misconceptions. We encourage you to read several of our tales and view our resources to help you gain insight and perspective.

Retirement plans are available either through your employer or individually. Some plans allow you to take a tax deduction at the time you contribute to your plan while others let you take it when you withdraw it at a much older age. The three most popular ones that let you take an immediate deduction are the 401k and 403b available through your employer and the traditional IRA available to anyone. The Roth IRA stands alone as the retirement plan that lets you take a deduction upon withdrawal.

In order to be financially prepared for retirement, you need to understand why these plans are so important to your financial health. While there are countless retirement plans, annuities and insurance policies on the market to supplement your retirement; the big four are what you need to know to make an informed decision.

To help you understand the power of these plans, check out these tales that we have prepared:

Ready to Get Started?

Get started with us at Schwab here.
Enter Advisor Program Key: QB45
For help, call (855) 964 – 5208
Or, call Sera Capital directly at (301) 464 – 8333

Share Your Tale

Are you ready to share your Financial Tale?

One of the benefits our financial tales community enjoys is the ability to submit their own tale. We will keep your name private of course and if you send us a detailed overview of your financial situation we will respond to you directly in private and if your tale might be interesting to others we will share it with our fans and community.