Retirement strategies
Tax-advantaged approaches and income-planning conversations so what you save can support the life you want later.
Tulsa, Oklahoma · Founder-led
Clear strategies for the money that already matters
Serenity Financial helps business owners and families in greater Tulsa put retirement, benefits, and living-benefits protection to work — without fear-based product pitches.
Founder-ledCamille Diaz
Tulsa office41st & Memorial area
Free first talkDiscovery call
One conversation
No pitch. No pressure.
Every conversation is free. We answer the phone and email personally — no chatbots.
- Retirement strategies
- Health benefits planning
- Living-benefits protection
Camille DiazOwner & Founder
Business + familyTwo clear paths
Three pillarsRetirement · Benefits · Protection
Human supportPersonal replies
What we help with
Strategies that reduce quiet leaks
The money is often already there. We help you see where it leaks — and what a clearer plan can look like.
Health benefits planning
Options for employers and families who want coverage people will actually use — including zero-net-cost group benefits as a first step or layer.
Living-benefits life insurance
Coverage designed to help with bills and protection if a critical illness or injury happens — not only if you die.
Business owner strategies
Address tax drag, benefits cost, and idle capital so more of what you earn works for the business and for you.
Family wealth conversations
Distribution awareness, lazy money, and legacy questions — explained in plain language.
Education and events
Free workshops and community events for people who want to learn before they decide.
Who we serve
Built for owners and families who want calm clarity
Business owners
When revenue looks fine but cash never seems to catch up — taxes, benefits, and idle capital often take a quiet cut.
Individuals and families
You may be maxing contributions and still feel something is off. Distribution, benefits cost, and protection gaps are usually fixable once named.
How it works
Three steps. One strategy. No guessing.
Discovery call
We ask more questions than we answer. You learn how we work. Together we see if it is a fit.
The strategy
One clear plan for what you have and what you want to protect — not a menu of pressure.
The machine
We help put the plan in motion so you can run your business and life with less noise.
About
Camille Diaz
Owner & Founder, Serenity Financial
Camille leads Serenity Financial from Tulsa with a simple standard: one honest conversation before any product talk. The firm works with business owners and families who want clearer strategies around retirement, benefits, and living-benefits protection — in a space that welcomes all communities.
“Every conversation is free. No pitch. No pressure. Just one conversation to see what is there.”
Client words
What people say about working with Camille
“And you care, that's what I really felt when you answered some of my questions!”
“You saved my family.”
“Camille is down to earth; authentic and genuine. She truly wants the best for her people.”
“Camille has a givers heart… and was able to bring my stress level down from a 5 to a 1 in just a 45 minute meeting.”
FAQ
Common questions
What does Serenity Financial help with?
Retirement strategies, health benefits planning, and living-benefits life insurance for business owners and families — with a discovery-first process.
Who do you work with?
Business owners and individuals or families who want clearer strategies around taxes, benefits, idle money, and protection.
What happens on a discovery call?
A free conversation to understand your situation and see whether working together is a fit. No obligation.
Where is your office?
Our office is at 9820 E 41st St, Ste 305, Tulsa, OK 74146. Call (918) 973-1937 or book a discovery call online.
Do you start with a product pitch?
The public process starts with questions and fit — not a product menu in the first conversation.
How do I schedule?
Book a discovery call online or call the office directly.
Next step
Ready for one calm conversation?
Every conversation is free. Call or book a discovery call and see what is possible with the money you already have.
Office
9820 E 41st St, Ste 305, Tulsa, OK 74146
We answer phone and email personally. Typical reply within two business days.