It’s amazing what can happen if your financial 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.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific request and needs of the client. Verus does not serve as an attorney, accountant, or insurance agent. Verus does not prepare legal documents, nor does it sell insurance products.
Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including investments and/or investment strategies recommended and/or undertaken by Verus) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available on this website.
A trusted partner to stand side-by-side on your life's journey.