Yes, We Do That.
Whether it is saving for retirement, funding college for your children or grandchildren, planning retirement distributions, establishing or managing a retirement plan for you and your employees, or passing wealth onto future generations, we draw on our combined experience and knowledge to build strategies tailored to your particular circumstances.
Comprehensive Financial Planning
With your long-term and short-term objectives as a foundation, we work personally with you and, if you choose, your professional consultants such as your accountant, your tax advisor, or your attorney to assemble financial strategies that will reach your goals within your risk tolerance parameters.
Plan for retirement making the best use of all the retirement programs available to you like 401(k) Retirement Plans, SEP/SARSEP Retirement Plans, SIMPLE IRA's, Traditional and Roth IRA's, and 403(b) and 457 Retirement Plans.
Goals-based Investment Management
We believe in asset allocation and we take a long-term approach to our investment strategy. We do not buy into the latest investment craze and we do not promise extraordinary returns.
Instead, we seek to build portfolios around your risk tolerance that minimize risk while maximizing return given your parameters We constantly monitor your assets but will only recommend changes when we strongly believe there is a need.
College Savings Programs
Veritrust Wealth Management will help you to start saving and investing early so that wherever the children in your family choose to study, you’ll be ready. We will help you to make well-informed college planning and college-funding decisions while saving on out-of-pocket costs.
Life Insurance
The foundation of any well-rounded financial plan, life insurance protects you and your family in the event that you or your spouse passes. Carrying adequate coverage brings the peace of mind that in the event of the unthinkable, those you love most are taken care of and can avoid financial distress.
Disability Insurance
The most important asset you own is not your house or your investment portfolio, but rather your ability to earn an income. Without proper coverage, your financial plan can easily become derailed and it can be difficult to recover.
Long-Term Care Insurance
Eventually the faculties we take for granted every day like our ability to care for ourselves fade away. Make sure you live out your years enjoying the lifestyle you have become accustomed to. Live out your life with dignity and without placing financial burdens on those who will ultimately care for you.
