What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

What is Your Financial Freedom?

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Products & Services

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.  It is based on the premise that the different asset classes have varying cycles of performanc

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family.  The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without in

Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

Our Team

Ronald Seroda

Certified Public Accountant
State Registered Investment Advisor

Our CEO, started Life Planning Agency, Inc. in 1999 in order to offer his accounting clients a full spectrum of affordable, investment portfolio management.

Gina Seroda Giannou

Manager of Operations

Gina comes to Life Planning with over a decade of experience in Global Financial Services, and Operations Management.

Blog

Income Tax 101

by Ronald Seroda on Feb 28, 2020

A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can benefit from some level of tax planning, whether that means becoming better acquainted with the various tax savings options available, or making proactive decisions based on your current financial situation.

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Big Dip

by Ronald Seroda on Feb 28, 2020

We are seeing a big adjustment across all sectors. Is your portfolio ready?
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5 Things to Teach Your Kids About Finances

by Ronald Seroda on Dec 3, 2018

As the Holidays are upon us, and we're exposing our little ones to the omnipresent consumption of the season, teachable moments concerning financial responsibility are all around!
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