FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
You can have money and still not be happy. Veritas Strategies doesn’t focus on money or the dollar-value of investments. We focus on true contentment and true wealth – however you define them.
Truth is at the heart of our financial planning philosophy. For some, true wealth is simply having enough to help eliminate financial concerns. For others, it’s the freedom to travel, the power to be generous, or the resources to follow a dream. Our planning focuses on true wealth. So instead of simply sitting in a binder gathering dust, a financial plan developed with our team will help you actively translate Biblical values such as freedom from debt, generosity, responsibility and discipline into true wealth and the chance to live more meaningfully – and joyfully – every day of your life.
Bigger Dreams. We don’t just focus on investing for tomorrow. We believe in making our clients’ lives better from day one. Plus, with everything and everyone working together — including getting spouses and even business partners on the same page with you — it’s possible to achieve your goals within your timeframe.
Truer Wealth. Money isn’t a goal, it’s a tool for living your values and achieving your dreams. At Veritas Strategies, we create a customed financial plan for where you are today and where you’d like to be in the future.
Fewer Risks. Instead of ignoring unpleasant possibilities, we believe in planning for unexpected events like job loss, divorce, economic crisis, lawsuits, and more. This gives you greater confidence and freedom knowing you've taken smart steps to protect yourself, your family, your business, and your wealth.