Tulsa, Oklahoma · Retirement · Benefits · Life insurance
A tax bill nobody’s trying to shrink. Benefits nobody’s questioning. Money sitting idle. Camille Diaz finds the leaks in one conversation, then builds one strategy around what you have and what you want to protect.
Every conversation is free. No hard sell. No pressure.
Two doors, one conversation
If you nodded at any of these, there is probably a leak. Pick your door.
For business owners
Lower your benefits costs, put your hard-earned money to work, and protect what you’ve built, including you and your key people.
See the business owner strategiesFor individuals & families
Keep more of what you earn, protect your family if you get sick or hurt, and give your savings a real job.
See the family strategiesPlug the leaks
It’s not that you aren’t earning enough. It’s what slips away each year without anyone noticing. Plug each one and watch the water settle.
A tax bill nobody’s trying to shrink. “I write a massive check to the IRS every year. I’ve just accepted it.”
Tax-advantaged retirement savings strategies, planned for distribution up front, so you can create an income stream you can’t outlive.
Benefits costs and contributions nobody’s questioning. “I spend a fortune on benefits, but they still don’t seem to cover enough.”
Lower cost health benefits, and zero net cost group benefits employers can use as a first step or layer with their existing plan.
Money sitting in accounts doing nothing for you. “I have money everywhere, and none of it is growing.”
Know what you have and where it is, then put it to work. Maybe even give it more than one job, including the legacy work most people put off.
Find your leaks on a discovery call
Protect what you’re building
Living benefits life insurance you don’t have to die to use. Be able to pay bills and protect your savings if you have a critical illness or injury.
For business owners, key person coverage protects the company if something happens to you or one of your key people.
A qualifying critical illness or injury can mean cash you can use for bills, rent or a mortgage, instead of draining your savings.
Living benefits for families“If something happened to me or one of my key people, we would be out of luck.” Key person coverage is built for exactly that sentence.
Protection for business ownersHow it works
We’ll probably have more questions than answers. We want to get to know you and you can get to know us, too. Figure out if it’s a good fit.
No sales script. No options menu. One answer, built specifically for what you have and what you want to protect. You can’t unsee it once we show you.
We deploy it. You live your life. The strategy works in the background. Reducing what leaks, activating what’s idle, building what matters long-term.
Every conversation is free. No pressure. You’ll know if it’s a fit.
In their words
“Camille has a givers heart, she truly cares and was able to bring my stress level down from a 5 to a 1 in just a 45 minute meeting. She is calm and brilliant and funny!! I love working with her.”
“You saved my family.”
“Camille is down to earth; authentic and genuine. She truly wants the best for her people.”
“I’m excited to finally have what I need and not pay a fortune for it. Thank you so much for all your help! You are so fabulous at your job!”
“And you care, that’s what I really felt when you answered some of my questions!”
Start with one free conversation and see what’s there, if anything.
Book a discovery callThe Second Look
Bring your benefits summary, your current life policy or your retirement statements to the discovery call. Camille will help you see what you have, where it is, and whether any of it is quietly leaking. Every conversation is free.
Free classes
So Serenity Financial teaches it, free and education only. Not a sales seminar.
Monthly · Tulsa area + live on Zoom
We go to school for 12+ years and never learn how money works. Not a sales seminar: the fundamental principles of growing and protecting your money for college funding, retirement or simply wealth building.
Reserve a Money 101 seat
Monthly · in person in Tulsa
A financial education and networking event for women who want to feel great about money. Bring a friend and business cards.
Reserve a Wine, Women & Wealth® seatPodcast archive
Browse the MoneyHeart podcast episode archive on the Serenity Financial site.
Listen to MoneyHeartSkip the class and book a discovery call. Every conversation is free.
Book a discovery call
About Serenity Financial
Peace of mind around your health benefits. Tax strategies and wealth strategies that actually work. Every strategy is engineered around one outcome: you.
Some agents scare people into buying what they don’t need and won’t ever use. Camille Diaz, owner and founder, built Serenity Financial the other way around: simple, clear information so you can make sound decisions, and recommendations tailored to your goals.
This is a safe space for all communities. You don’t have to fit into a specific box to have a conversation. Camille meets you where you are and goes from there.
Questions
It is a conversation, not a sales call. Camille will probably have more questions than answers: she wants to get to know you, and you get to know her, to figure out if it is a good fit. If it is, the next step is one strategy built for what you have and what you want to protect. If not, you tell her no.
No. Every conversation is free. No hard sell. No pressure. Just one conversation to see what is there, if anything. You can book online or call 918-973-1937.
No. You don’t have to be part of the ultra wealthy to implement the same strategies that are available to everyone. This is a safe space for all communities, and you don’t have to have it all figured out to have a conversation.
It is life insurance you don’t have to die to use. It is designed to help protect you and your family not only if you die, but if you live through something like a critical illness or injury. In the case of a qualifying event you can file a claim and receive cash you can use for bills, rent or a mortgage instead of draining your savings.
A benefits option employers can use as a first step or layer on top of their existing plan, to reduce costs, close the gap and give the team benefits they will actually use.
No. They are free and education only: no selling and nothing to buy, just financial principles and wealth-building habits anyone can use. Money 101 runs monthly in the Tulsa area and live on Zoom; Wine, Women & Wealth® runs monthly in person in Tulsa.
Serenity Financial typically gets back to you within two business days. For the fastest start, book a discovery call online.
Final call
One conversation to see what’s there, if anything. Every conversation is free. No hard sell. No pressure.
