Services

Retirement Planning

Having a flexible plan for retirement can help prepare you to pursue your goals, whether you're saving or already retired.  While evaluating your current savings, income needs, and time horizon to retirement; we work together with you throughout the planning process to save money, invest smarter, and retire confidently!

Estate Planning

Warren Buffet once said, “Someone is in the shade today because someone planted the seed a long time ago”. You’ve planted that seed! Allow us to efficiently transfer those assets to your loved ones and family.

Insurance & Risk Management

Find suitable your coverage to protect those you work so hard for. Our insurance planning helps you maximize your protection and lower your annual costs. We will shop out with multiple carriers to find the best fit for your insurance and risk management needs.

Employer-Sponsored Plan Advising

Small business owner? Big business owner? No problem. Company retirement plans seem daunting at first but are a huge asset when it comes to attracting great employees (and keeping them too!). Over the years we have helped many businesses start, manage, and change retirement plans- 401(k)’s, Defined Benefit plans, solo(k)’s, SEP IRA’s, 457 (b)’s, etc.. whatever the structure of the plan, Verus Capital Partners is here to help!

Tax Planning

Our tax planning services aim to help keep taxes low today and in retirement. We accomplish this through services like annual Roth conversions, charitable giving strategies, and coordination/timing of income streams like pensions, social security, and required minimum distributions.

Investment Management

After assessing your risk tolerance and understanding your investment goals, we create a portfolio matching the aforementioned to securities or investment products. As a firm, we take an active approach to portfolio construction and management. This means we aren’t simply sitting you in a mutual fund and charging a fee. At the same time, we aren’t trading every day within portfolios- we actively pay attention and make changes when appropriate for your goals and risk tolerance.

Charitable giving

Realize some of the many tax advantages of donating to your favorite charities.