Our Approach
Simplifying the complex nature of finances.
Over the years, you’ve saved, you’ve invested, you’ve acquired assets – but how does each play into your retirement plan? Verus Financial Partners helps organize your finances to bring clarity and security to the forefront. Then, through secure investment strategies, thoughtful tax considerations, and intuitive asset management we create a plan that works for you.
Bringing clarity to your future and confidence to your decisions.
By the time retirement comes along, many people have several financial accounts, spread across a number of institutions. Understanding how the accounts are structured and how to optimize them for retirement can be confusing. With our resources and experience, we look at your assets across the board, determining which need consolidation or reinvestment. Furthermore, this comprehensive review creates a financial picture that reveals potential opportunities for continued growth and assurance.
Our Multifaceted Approach
You’ve worked hard for your money. Now, let us help make your money work hard for you.
Financial Planning
Your life is dynamic and the management of your finances should be too. We focus on understanding your goals and explaining your options so you can make the best choices for you and your family.
Investment management
Our investment strategy focuses on creating a diversified asset portfolio that prioritizes long-term stability and aligns with your personal retirement goals.
Tax Advisory & Preparation
Where there is money, there are taxes. That’s the simple reason we offer clients tax strategy, planning, and preparation to ensure that all decisions you make as part of your financial plan carefully consider the tax effects.
Getting Started
Our approach begins with you.
Verus Financial Partners takes a relationship-first approach. That’s why we offer a no-cost, in-person meeting with all potential clients. During our partnership, you can expect collaboration, customized management, and clear, fee-only pricing. Along the way, we provide regular reviews, meetings, and communications to keep you informed about your finances, recommendations, and opportunities. Whether you have a question about how to save for retirement, a child’s college fund, or even the best way to finance a new car, we bring clarity to your future and confidence in your decisions
Collaborative Approach
Driven by a genuine desire to serve others, we strive to treat our clients like we would treat our own family. Our ongoing relationship starts with a financial plan based on your personal values, goals, and objectives. Each member of Verus brings personal expertise, experience, and knowledge to the table. Our mission is to make a positive impact by working together to address life’s financial decisions.
Customized Financial Plans
You’re not one-dimensional and your retirement plan shouldn’t be either. As your loyal fiduciary, we take a 360º view of your assets and goals in order to provide diligent advisement, economic security, and clarity. Rest assured that we will continually work towards your unique goals and prioritize your best interests in all we do.
Clear, Fee-Only Pricing
From our straightforward, fee-only billing structure to our commitment to support your goals, we place transparency at the forefront of our operations. That is why we choose not to sell financial products such as life insurance or annuities because it can create conflicts of interest. Here is more information about our transparent pricing structure.
Get acquainted with your Verus family.
Each of our associates is pivotal to who we are. They are hardworking, caring, and eager to help.
Let’s get to know one another.
Contact Verus today to schedule an introductory meeting. We look forward to discussing your retirement goals and potential concerns.
FAQs
Explore our library of commonly asked questions. If you can’t find what you’re looking for, feel free to ask us directly.
A clear path for retirement and beyond.
Each of us at Verus Financial Partners is here for you and your family. Realize your retirement goals with strategic, well-organized financial plans.