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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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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You

Open enrollment is your chance to make every benefit count.

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Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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