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FINANCIAL SERVICES

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

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INSURANCE SERVICES

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Veritas Financial Group

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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. 

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Car Affordability

How much can you afford to pay for a car?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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