Vera Financial Solutions was founded for one purpose: to help you achieve financial peace of mind via unbiased, honest advice.
As pensions continue to become a thing of the past and financial markets become more complex, the average American is finding it difficult to plan for the future.
At Vera Financial Solutions, we provide the knowledge you need to make well informed financial decisions. By offering a wide range of advice from budgeting to estate planning, our services address the needs of all individuals regardless of income or net worth.
Our face-to-face approach is the key to your success. Not only is it daunting to establish a financial plan, it can be even more difficult to implement. Your prescheduled review meetings provide the opportunity to analyze your investment performance, confirm progress toward your goals and address new issues or concerns that arise.
Vera advisors use a comprehensive approach: with the help of our Financial Checklist, we identify the unique concerns you face and then customize a roadmap toward your financial success.
As your financial advisor, we do not replace your accountant, attorney, insurance agent, stock broker, or money manager. In fact, we have found that we enhance these relationships. Our process allows us to work with these existing advisors and create one cohesive plan to suit your specific needs.
Our fees are approximately 70% lower than the industry standard and can be paid on a monthly basis.
If you are interested in hearing more about our services, please contact our President at 248-421-7327. |
