Vera advisors use comprehensive planning tools to create and account for many retirement, education, and savings goals. Vera's retirement planning tools include Monte-Carlo analysis, which determine the probability of success based on your investments holdings, asset allocation, and other financial assumptions. Vera's college planning tools allow your Advisor to plan for attendance at any college in the United States based on that college's tuition (in state or out of state), books, room, and board. This level of analysis provides the critical detail needed to determine your solutions for success.
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