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FINANCIAL SERVICES

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

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Auto, Home, Business, Health, Watercraft, and Motorcycle Insurance

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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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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Here are answers to some key questions about required minimum distributions.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Estimate the future value of your current savings.

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

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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

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