Vera Financial Solutions was founded for one purpose: to help your employees 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 more difficult to plan for the future. At Vera Financial Solutions, we provide the knowledge your employees need to make well informed financial decisions. By offering a wide range of services from budgeting to estate planning, we address the needs of all individuals regardless of income or net worth.

Our face-to-face approach is the key to your employee’s success. Not only is it daunting to establish a financial plan, it can be even more difficult to implement. Our prescheduled review meetings provide the opportunity to analyze each client’s investment performance, confirm progress toward their goals and address new issues and concerns that arise over the course of time. Vera advisors use a comprehensive approach: with the help of our Financial Checklist, we identify the unique concerns your employees face and then customize a roadmap toward their financial success.

As their financial advisor, we do not replace their 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 employee’s specific needs.

Employers can choose to cover 100%-0% of the cost for participating employees. The employee portion will be charged on a monthly basis and our fees are approximately 70% lower than the industry standard.

If you are interested in hearing more about our services, please contact our President at 248-421-7327.