FAQs
Have questions?
We’ve got answers.
What does fee-only pricing mean?
A fee-only pricing structure means Verus Financial Partners bills each quarter based on managed assets. We do not earn commissions on products or investments. As a result, our advice is not influenced by quotas or up-selling. In fact, we prioritize transparent billing so you know the advice we share is completely in your best interest. Learn more about our clear, fee-only pricing structure.
Does Verus sell financial products such as life insurance and annuities?
No. To ensure our interest aligns with our clients, Verus Financial Partners does not sell financial products. We will however advise you on these as part of your overall financial plan. If a need for life insurance, annuities, or other financial products is identified, we will connect you with, and work alongside, one of our trusted partners.
DoES Verus financial Partners receive commissions?
No. Verus bills clients on a quarterly basis based on total managed assets. Learn more about our clear, fee-only pricing structure.
Will Verus Financial Partners do my taxes?
Yes! We support our clients with tax planning and preparation. This is one tier of our multi-faceted approach. Tax preparation is not offered as a single service – rather, it is one component of your greater financial plan. For clients with unique tax situations, we may advise engaging a third-party preparer who has the appropriate expertise to address your specific needs.
What is a fiduciary?
A fiduciary must recommend investments and strategies solely in the client’s best interest. Accepting the role as your fiduciary is something we take very seriously. It means you trust us to manage your finances and assets, using our expertise, to work towards your goals. Meet your team.
Our Approach
Simplifying the complexities of your hard-earned finances and optimizing them for retirement and beyond.
Clear, Fee-Only Pricing
Transparent details about our pricing structure – there’s no ‘small print’ when it comes to Verus.
Get acquainted with your Verus family.
Each of our associates is pivotal to who we are. They are hardworking, caring, and eager to help.
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.