- Tax PlanningTaxes are a major consideration when planning your financial future. It’s important to have someone who can guide you along the way with competent advice. Through our strategic relationship with Hjortness CPA, we are able to bring our clients top-level tax planning advice and other tax services. So whether you are starting a business or looking for tax-saving strategies we are here to support and empower you.
- Charitable GivingA sound investment plan includes more than just the investing strategy. A financial plan will help keep you on track to living your American Dream today and in the future. No one likes to pay too many taxes, let discuss tax management and tax preparation. We have many more options for your full life – equity lines of credit, charitable giving through donor-advised funds, and more. No cookie-cutter solutions here.
- Estate Taxes
- Tax Services
- Income Tax
- Investment ManagementVeritas Financial Service is an independent fee-based financial firm focusing on Investment Management, Taxes, and Financial Planning. We are committed to you as fiduciaries, educators, and coaches. We are here to help you achieve your American Dream with an investment strategy that fits whether you are a new investor or you’ve long since retired. If you are committed to creating a life of freedom for you and your family – you’ve arrived at the right place.
- Mutual FundsDiscovering the truth meant immersing myself in the subject of investing. I studied everything that I could find by taking classes and educating myself. I was tenacious and even challenged the instructors. After a class on the costs of investing, I went home and read all the pages of an S & P report on a mutual fund I customarily had used; and for the first time, the cost of trading the portfolio became clear.
- Accounting Services
- Financial PlanningVeritas Financial Service is an independent fee-based financial firm focusing on: Investing, taxes, financial planning, and wealth and estate planning issues.
- Retirement Planning
- Asset ManagementFree market investing promotes prudent asset allocation and discipline, without focusing on fund managers or past performance. Instead, we focus on the
- College Funding