Serda Financial Safe Money Concepts
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Helping Homeowners and Business Owners Eliminate Debt Faster, Improve Cash Flow, and Build Predictable Wealth | Infinite Banking Specialist | Serda Financial
Serda Financial works with family-owned businesses, closely held corporations, and affluent minded individuals in the following areas:
• Cash Flow Efficiencies
• Real Wealth Accumulation/Preservation
• Tax Favored Strategies
• Retirement Income Planning
One of Serda Financials’ unique approaches is that we help people find money they are currently losing unknowingly and unnecessarily. We believe there is more opportunity to serve our clients by helping them avoid the losses in their financial plan, rather than just by picking better investments. We will begin our process with getting to know you and your goals, to fact finding, to planning, and ultimately implementing solutions. We believe in comprehensive financial planning and guarantee a very high standard of excellence, ethics, transparency, and creativity in our planning.
07/03/2026
Happy 4th of July from our family to yours!
Today we celebrate the freedom, faith, and sacrifice that built this great nation. We’re grateful for the men and women who’ve defended it, and for a God who continues to bless it.
Wishing you a safe and joyful holiday filled with family, faith, and fireworks.
Erik Serda
Serda Financial – Safe Money Concepts
01/23/2026
⚠️ Office Closure Notice – Monday, 1/26/26 ⚠️
Due to forecasted weather conditions, our office will be closed on Monday, January 26, 2026, to ensure everyone’s safety.
That said, as long as power and internet services are available, we will:
✔️ Work remotely to respond to phone calls and emails as best we can
We sincerely apologize for any inconvenience this may cause and hope you and your loved ones are staying safe and warm during this time.
If you have an urgent need, please note that response times may be delayed depending on power and communication availability. You may still:
📞 Leave a voicemail at 832-534-3512
📧 Email us at [email protected]
Thank you for your understanding and stay safe!
11/26/2025
🦃 Happy Thanksgiving from all of us at Serda Financial! 🍂
As we gather with loved ones to give thanks, we want to express our gratitude for the trust you place in us throughout the year. Your partnership means the world to our team.
Our offices will be closed Thursday, November 27th and Friday, November 28th so our team can celebrate with their families. We’ll be back to serve you on Monday, December 1st during normal business hours, ready to help you finish the year strong.
Wishing you and your loved ones a wonderful Thanksgiving filled with warmth, joy, and plenty of reasons to be grateful! 🧡
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Website
Address
2001 Timberloch Place STE 500
Spring, TX
77380
Opening Hours
| Monday | 9am - 8pm |
| Tuesday | 9am - 8pm |
| Wednesday | 9am - 8pm |
| Thursday | 9am - 8pm |
| Friday | 9am - 8pm |