Your Path to Financial Freedom
You wouldn’t begin a long journey without a destination in mind and a roadmap to get you there. However, many investors do not have a clear, defined path to their long-term financial goals including retirement. This leads to confusion, mistakes and anxiety when it comes to investing and planning for the future.
At Veritas, we believe it doesn’t have to be this way. By identifying clear, meaningful financial objectives and guiding investors on a personally tailored path to achieve those goals, we can remove much of the fear and frustration that often accompanies investing and finances.
Many financial firms promise to find you better investments. However, by combining holistic planning, proactive wealth coaching and disciplined investing, we also commit to making you a better investor. Your financial future is too important of a journey to go at it alone. Let us help guide you along your path to financial freedom.
The Veritas Advantage
How confident are you that your financial plan is efficiently designed for your personal needs?
At Veritas, we understand that even the most successful and educated people still experience anxiety and frustration in investing and planning for retirement. Lack of clarity in understanding retirement plan options, the fear in wondering “will I make it?” and the confusion of where they are headed financially can steal an investor’s peace of mind and leave them feeling vulnerable.
We believe you deserve to invest with the confidence and clarity that comes with having ongoing financial coaching, a personalized financial blueprint, and a custom investment strategy based on your goals and dreams. Partnering with national brands such as Dave Ramsey and Dimensional Funds, the Veritas Advisors bring the tools, knowledge and understanding necessary to lead you towards your financial goals.
Discover
Schedule a conversation. Tell us your story and share your goals and dreams. We want to hear what YOU desire to build financially.
Design
Together, we create a financial blue print and investment portfolio crafted around your life and needs.
Deploy
As you execute your personalized financial strategy, we ensure your plan continues to fit your needs with ongoing wealth coaching and proactive planning.
You shouldn’t have to be anxious about your investments or running out of money in retirement. Experience the clarity of a financial blueprint and the confidence of proactive planning. Your dreams are too important to go at it alone. Let us guide you to achieving your goals and experiencing financial freedom.
Chad Hufford and Shane Rinner are Dave Ramsey SmartVestor Pro providers (SVP). Working with an advisor that is part of the Dave Ramsey SmartVestor Pro (SVP) network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SVP will produce or achieve better results than working with an advisor not affiliated with the SVP program. Advisors that participate in this program pay a fee to belong to the program and receive client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with PlanMember Securities Corporation and is not sponsored or endorsed by PlanMember Securities Corporation.
