Why risk your future on unrealistic financial planning?
That’s why an investment-only focus leaves you so vulnerable.
At Veritas Strategies, it’s different. We use investments to build your wealth, but we also focus on building your sense of contentment. To do that, we arm you with insurance and estate planning to help protect you from “storms” that can wipe out your portfolio — such as job loss, a divorce, a disability, a bad run on Wall Street, or a lawsuit.
Take the edge out of living in today’s uncertain times. Our financial professionals and investment advisors walk with you as the economy changes and your needs and dreams evolve. Instead of switching you from investment to investment throughout the year, we take a holistic, structured approach to investing and to living. We offer personalized services that has made Veritas a well-regarded financial planning and investment management firm in the Mid-Atlantic region. In fact, our firm is often “handed down” generation to generation as families continue to rely on Veritas to help protect their wealth and their financial future.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A few strategies that may help you prepare for the cost of higher education.
Good employee health can be great for the company’s bottom line.
Understanding the economy's cycles can help put current business conditions in better perspective.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Making the most of surprises is a great reason to work with us.