The tax implications of how you save and spend have a direct effect on your financial plan. Therefore, we take an approach to financial planning that also considers the tax consequences – for better or worse – in all we do.

Our primary financial advisors are also skilled Certified Public Accountants or Enrolled Agents who are able to help manage and plan your taxes. We will apply the latest tax rules and regulations to help you meet your short and long-term goals and objectives. We don’t let taxes guide or cloud our decision making, but we are sure to take your unique tax situation into consideration.

A financial planner should be as well-versed in the tax code as they are in finance. And at Verus, we are.