Veritas Financial
Helping You Find Your Financial Truth
Veritas Financial has been providing comprehensive financial strategies and wealth management solutions since 2009.
About
Since 2009, Veritas Financial has been providing comprehensive financial strategies and wealth management solutions to help clients maximize and protect what they've worked so hard for. The firm is named after the Latin word for truth because that's what everything they do revolves around.
They are deeply committed to serving clients with honesty, integrity, and transparency. They help clients understand the details of their own financial situation, which they refer to as their 'financial truth'.
Services
Executive Benefits
Benefits planning for executives.
Succession Planning
Planning for business succession and continuity.
Key Person Insurance
Insurance solutions for key business individuals.
Funding Buy-Sell Agreements
Financing for buy-sell agreements.
Funding Deferred Compensation
Funding strategies for deferred compensation plans.
Estate Planning
Estate planning services for individuals and families.
