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FINANCIAL SERVICES

We offer Retirement, Financial, Estate Planning, Investment Management, and Business Planning

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Veritas Financial Group

Welcome to Veritas Financial Group       

As a Financial Consultant, it's my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I'll work hard to find solutions and strategies that are right for you.

 I can assist you with:

• Wealth management          • Investing          • Portfolio analysis   

You'll also benefit from our modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances. 

The best results come from being fully engaged: Let's work together to make a difference in your financial future. 

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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