Brag about yourself - what makes you great at what you do?
At Veritana, we offer comprehensive, fee-only financial advice. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. Utilizing this holistic approach, we pay a lot of attention to areas often overlooked or ignored by other "financial planners".
As a Certified Financial Planner™, Registered Investment Advisor and Certified Tax Coach™ I work hard to make sure:
You pay only what you are legally required to pay in taxes
You have looked ahead and implemented tax planning strategies
You have your assets properly protected
Your assets are appropriately allocated
You are conscientiously working toward your goals and dreams
You have proper estate planning decisions made and implemented
You understand your employee benefits
You are on track to meet your retirement needs
Our goal is to help you enjoy a better life, more harmonious and more abundant in all respects.
What types of business contacts are you looking to make?
I look forward to networking with our community!
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