Serenity Wealth Management

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Serenity Wealth Management Your Guide down the Path to the financial Serenity you deserve You don’t need to have everything figured out. That’s why we’re here.

At Serenity Wealth, we believe financial planning should feel less like a burden and more like a relationship. Our mission is to help families, individuals, and business owners face the future with competence, confidence, and care so they can enjoy today without fear of tomorrow. We specialize in guiding:
👨‍👩‍👧‍👦 Established families in their 40s and 50s preparing for college, retirement, and beyond
🧭 Individuals nearing retirement who want peace of mind and clarity for the road ahead
🏢 Small business owners looking to align financial planning with succession and legacy strategies

As financial strategists, we focus on making complex decisions approachable and simple. Our role is to help you create a clear, personalized strategy that balances your plans for today with your vision for tomorrow. Serenity Now and Sanity Later. Because when you have a trusted partner by your side, financial planning stops being something to fear and becomes the foundation for living fully in the present. That’s the path to Financial Serenity, and you deserve it too. Clicking the "Like" button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the "Like' button is merely a mechanism to circulate our page. "Like" is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Investment advice offered through Fortis Capital Advisors, a SEC Registered Investment Advisor. Insurance & Education services offered through Serenity Wealth Management.

10/16/2026

Don't Let the Ghosts Catch Up to You

Cathy Conner of Conner Roofing has heard every trick a storm chaser uses to get through your front door. This Sunday she's sharing what actually gets a roof winter ready on The Show.

Some things you leave behind don't just disappear. They wander.

Don't miss it. This Sunday at 9 AM.

📻 Tune in: Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
📲 Follow for more
👻 Visit Conner Roofing: https://www.ConnerRoofing.com
💬 Ready for your own conversation? Let's talk.


10/16/2026

Serenity Soundbite
🤫 The Quiet Chaos

Libraries have one rule. Keep it quiet.

Plenty of families run their money the same way. A Fidelity survey found 7 in 10 parents 55 and older with $500,000 or more invested have an estate plan. That’s great news. But only about 1 in 3 have shared the details with their kids.

It’s a missed opportunity for an important conversation with a big impact. Your kids can learn what to expect. You can learn things you didn’t know about their financial situation. And you can use that time to educate the next generation and adjust your plan so the money goes where you want it to go. Not to the IRS through unnecessary taxes.

The documents can say who gets what. Only you can explain the why.

👉 The number you choose to leave is optional. The why and how deserve a plan.

❓ If your kids opened your plan tomorrow, what would leave them guessing?

Let’s continue the conversation.
📅 https://www.Calendly.com/Chris-T-Cooper/Conversation
🌐 https://www.SerenityWealthNow.com
📲 Follow for more


For 30-plus years, money just shows up. Every other Friday. Like clockwork.Then one day it doesn't.Retirement flips the ...
10/15/2026

For 30-plus years, money just shows up. Every other Friday. Like clockwork.

Then one day it doesn't.

Retirement flips the whole equation. Payday doesn't go away. You just become the bank that funds it. The payroll department that cuts the check. And the person who cashes it.

Meanwhile, the important questions change as well. For decades it was about building the pile. Now it's about spending it in a way you won't regret in the years to come.

It comes with a whole new set of decisions. Which account do you pull from first? How much do you withhold for taxes now that nobody does it for you? When do you turn on Social Security? How do you cover healthcare before Medicare kicks in?

The answers are as unique as your situation. And the closer retirement gets, the less hypothetical they become.


10/13/2026

Nobody likes surprises. Especially the ones that arrive two years late.

Here's a clip from our recent episode of The Show with Chris Cooper and returning guest Holden Kiefer of Guiding Light Benefits.

🕯️ SWN 118 - 10/11/26 | Choose Your Benefits Department 🕯️

It's open season on open enrollment. Here's what this episode brings to light:

• Keep your doctors or keep your plan? What to do when your network changes on you.
• The plan "extras" everyone shops for, and how few people actually use them.
• Why millions of Medicare plans won't exist on January 1st, and what could happen if you don't shop around.
• How one big payday can lead to a premium bump you never see coming.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch the full episode: https://youtu.be/0WgvGfxt00I
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🕯️ Visit Guiding Light Benefits: https://www.TalkWithHolden.com
💬 Ready for your own conversation? Let's talk.


Ask a business owner their job title and you might get "What day is it?" back.The honest answer is "everything."From CEO...
10/12/2026

Ask a business owner their job title and you might get "What day is it?" back.

The honest answer is "everything."

From CEO to Sales. From HR to IT. And whether they signed up for it or not, CFO.

When you work for someone else, a lot of money decisions come pre-made. Paycheck. 401(k). Health insurance. Done.

When you own the business, every one of those starts on a blank page:
🧢 Paying yourself - Salary, distributions, and draws can look very different at tax time.
🧢 Retirement - The right plan can open a lot more room than many owners realize.
🧢 Insurance - Health and disability coverage, with no employer default to fall back on.
🧢 The exit - What the business is actually worth, and what a sale or transition could look like someday.
🧢 The line - Where the business money ends and your money begins.

None of these are hard on their own. The trouble is they tend to get decided by default, one busy Tuesday at a time.

I wear these same hats. And I can tell you firsthand that the CFO one fits a lot better with a plan behind it.


🕯️ Choose Your Benefits Department 🕯️This week on The Show, we sit down with Holden Kiefer of Guiding Light Benefits. ...
10/11/2026

🕯️ Choose Your Benefits Department 🕯️

This week on The Show, we sit down with Holden Kiefer of Guiding Light Benefits. A benefits expert who acts as the benefits department for retirees, so you're not decoding plan changes alone every year.

🎙️ Join Chris Cooper and Holden as they shine a light on the annual notice of change sitting on your counter right now, which plan "extras" everyone shops for rarely get used, and how one big income year can impact your Medicare premium two years later.

Plans change every year, and today's decisions can quietly show up down the road. The right people in your corner can turn the fine print into a decision you make with confidence.

Nobody likes surprises. Especially the ones that arrive two years late.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
🎶 Listen on Spotify: SerenityWealthNow with Chris Cooper
🕯️ Visit Guiding Light Benefits: https://www.TalkWithHolden.com
💬 Ready for your own conversation? Let's talk.


🍂 You can't control the weather, but you can control whether we will see you at our upcoming Social.Join the Serenity ...
10/10/2026

🍂 You can't control the weather, but you can control whether we will see you at our upcoming Social.

Join the Serenity Wealth family and friends for the Social: Fall 2026 on Friday, October 16. Live music, food, and good company. 🎶

🎟️ Click for details and to RSVP. Guests are welcome: https://www.SerenityWealthNow.com/Events/SerenityWealthNow-Social-Fall-2026


10/09/2026

Choose Your Benefits Department

Holden Kiefer of Guiding Light Benefits reads the fine print hundreds of times a year so you don't have to. This Sunday he's translating this year's open enrollment changes on The Show.

Your plan probably changed this year. The question to ask is how it impacts you.

Don't miss it. This Sunday at 9 AM.

📻 Airs Sundays at 9 AM on NewsTalkSTL
🎥 Watch anytime: https://www.SerenityWealthNow.com/Show
📲 Follow for more
🕯️ Visit Guiding Light Benefits: https://www.TalkWithHolden.com


10/09/2026

Serenity Soundbite
🎃 Pumpkin COLA

It's pumpkin spice season, which means my one attempt at a pumpkin b**r for the year. Every October I think this is the year it clicks. Every October it lands somewhere between disappointing and average.

Next week marks another average tradition. Social Security announces its 2027 Cost of Living Adjustment (aka COLA), and forecasters are calling for around 3.5%. An average raise. But your costs didn't get the memo. Whatever the number is, it's measuring someone else's grocery cart.

And most company pensions never adjust at all. The few that do rarely keep pace with the life you actually live. That gap lands on your savings.

I'll keep taking my annual Pumpkin COLA. That doesn't mean I'll ever like it.

👉 Don't let your retirement income taste like this.

❓ When your raise falls short, what's covering the gap?

Let's continue the conversation.
📅 https://www.Calendly.com/Chris-T-Cooper/Conversation
🌐 https://www.SerenityWealthNow.com
📲 Follow for more


Complicated problems are rarely solved at 2am. But they sure can keep you up at night.Money is a source of stress for ro...
10/08/2026

Complicated problems are rarely solved at 2am. But they sure can keep you up at night.

Money is a source of stress for roughly 2 out of every 3 American adults.

Did we save enough? What if the market drops again? What happens when Mom can't live on her own anymore?

Most of the time the problem isn't the numbers themselves. It's simply NOT knowing them. And worry fills every blank with the worst possible answer.

Clarity won't make every problem disappear. But knowing where you stand can turn the 2am math into a plan. And having a plan can help you sleep a lot more soundly.

So take a deep breath. Relax. And remember. Serenity Now, Sanity Later.


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2315 Technology Drive, Suite 121
Dardenne Prairie, MO
63368

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