FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Veritas Strategies offers a full range of financial planning, asset management, insurance, and investment advice. Best of all, we combine these elements in a holistic approach that helps minimize risks as you build your future.
With Veritas Strategies, you’ll develop a financial plan that is uniquely yours – driven by your own values, priorities and needs, and designed to maximize your own financial and personal strengths. Learn More
Successful investing means capturing risks that generate expected return and reducing risks that do not. Avoidable risks include holding too few securities, betting on countries or industries, following market predictions, and speculating on “information” from rating services. To all these, diversification is the antidote. It washes away the random fortunes of individual stocks and positions your portfolio to capture the returns of broad economic forces. Our approach also replaces the stress and confusion of investing with a clear and empirical approach to wealth management. Learn More
Cash Flow Analysis
Not sure where your money goes each month? Our advisors help clear the confusion and restore control. But before we ever begin advising about where resources and cash surpluses should be allocated, you can count on the fact that we understand where you are in this chapter of life and the demands and expectations associated with your cash flow.
Regardless of income or affluence, everyone operates within limited resources. We help clients create an accountable and well-thought-out-approach to creating and maintaining a budget or spending plan.
Unless you manage life’s risks, they can erode not just your plans and your wealth, but your dreams. We factor risk management into both wealth building and financial planning to help protect our clients should they experience challenges including disability, a major lawsuit, volatile market conditions, premature death, inflation, excessive costs for estate wealth transfer, and taxes. We also help clients deal with the worst threat of all: lack of awareness about risks or the pride that they know it all and are safe.
What type of plan and services are best for you? Call us at 215-345-5552 to schedule an Intro Meeting with our team today!