Our Services
At Veritas Wealth Advisors it is “our service” that sets our services apart. Our professionals specialize in:
Asset Management, Financial Planning, Wealth Preservation, Retirement Planning, Insurance Planning, 401K Retirement Design and Management, Employer Retirement Plan Advisors, Divorce Planning, Annuities
Investments
We create strategies that are tailored to your needs and goals
- Individual and Joint Brokerage
- Traditional IRAs
- Roth IRAs
- Trust Plans
- Estate Plans
- 529 College Savings Plans
- Annuities
Financial Planning
Years of experience have prepared us to guide you through your life transitions from asset accumulation and into and during retirement
- Marriage
- Career Change
- Divorce
- Children/Adoption
- College
- Pre and Post Retirement
- Medicare Planning
- etc...
Insurance
Protect your loved ones and your company in the event of your passing
- Life Insurance - Permanent and Term
- LTC -
Long-term-Care Insurance - Key Person Insurance
- Disability Income Insurance
- Medicare Health Insurance
Workplace Retirement Plans
We oversee plan design and manage retirement accounts for companies and organizations
- 401(k) Planning
- 403(b) Planning
- Profit Sharing Plans
- Gain Sharing Plans
- Dental, Vision, and
Medical Plans - Life Insurance for Employees
- Key Person Insurance