SFP financial planner Dan Serra recently shared his thoughts with The Wall Street Journal about paying for medical care in retirement and how to save money for health care. Read the interview. Read More...
Take a tour of SFP’s office
Watch a slideshow: Tour SFP’s office in Plano We hope to see you soon! Read More...
SFP planner receives Master’s degree
SFP Financial Planner Dan Serra has been awarded the Master of Science degree in Financial Planning from The College for Financial Planning®, located in Denver. The master of science degree is the highest degree available from the College for Financial Planning, and demonstrates proficiency of the elements of financial planning. The master’s curriculum attracts professionals [...] Read More...
VIDEO: The difference between advisors
What you should be aware of in selecting an advisor, and the difference between the type of advisors, presented by Phil Fragasso, author of “Your Nest Egg Game Plan.” (SFP is a Registered Investment Advisor). Read More...
SFP’s Dan Serra in New York Times article on financial checkups
We go to the doctor for a health checkup, but how many of us visit a financial planner for a financial checkup? Tara Siegel Bernard, a reporter with the New York Times, recently spoke with financial planners, including SFP financial planner Dan Serra, about what you need to look at annually to be sure you stay [...] Read More...
