It’s amazing what happens when your plan comes together.
Serving others is what drives us, and we do that through skilled financial planning. A strategic, personalized plan created with you and your family’s best interests in mind is at the core of taking you to where you want to be. Together, let’s build a relationship and a plan that will help you achieve what is truly important in your life.
Building your financial goals with tax implications in mind.
Where there is money, there are taxes. That’s the simple reason we offer all clients tax strategy, planning, and preparation to ensure that all decisions you make as part of your financial plan carefully consider the tax effects.
Diversified strategy - driven by your financial plan.
Investing is risky, and our approach is to provide clients a clear investment strategy that ensures stability over the long haul – not short-term gains. We’re also not driven by commissions or sales quotas, so the investments we recommend are in your best interests – not ours.
Removing incentives to focus squarely on your goals and objectives.
Financial planners shouldn’t try to sell you products or earn money on investments they recommend. Doing so can create a conflict of interest. So at Verus, clients generally pay only a fee on their assets under our management and nothing more. It’s a pricing structure that removes incentives and ensures everything we do is carried out in your best interests.