Patricia E. Serafin

Most families aren’t prepared for life’s unexpected moments,  but you don’t have to be.

Hi, I’m Paty, bilingual financial strategist, wife, and mom.

Welcome to Dinero with Paty, where we talk about real money for real families.

Here you’ll learn how to:

• Access money from your policy if you’re diagnosed with cancer, have a stroke, or face a serious illness with Living Benefits.
• Keep your bills paid when life takes an unexpected turn through Income Protection.
• Prepare so you don’t outlive your savings or depend on your children with proper Retirement Planning. 
• Leave something meaningful behind instead of financial stress with Legacy Planning.
• Implement an Estate Plan and make sure your wishes are honored and your loved ones avoid court and confusion.

My mission is to help families stop surviving and start building legacy.

New videos every week.

📩 For a free financial review, message me “PROTECT”
🌎 Serving families nationwide (English & Spanish)