About Verité Advisors Navigating the expanding universe of financial services can be a daunting task. After toiling through vast tracts of questionable advice, after suffering the drain of unnecessary taxes, uncoordinated planning, and a host of other assaults on your money, it’s still not too late to change course and start converting your losses into assets and assets into real wealth. The Problem The number and variety of financial services to choose from is increasing, but practitioners from different disciplines — tax planners who are not real estate agents, estates attorneys who are not insurance counselors — often are advising only from their isolated viewpoints. Today, a well-integrated financial strategy is no luxury; rather, it’s become a necessity. A tax strategy that conflicts with a planning goal or the purchase of an insurance instrument that doesn’t align with sound estate planning bring about wasteful tangles. Your resources can be spent on financial elements that turn out to be weak and even counteractive when incorporated into your overall financial picture. Moreover, certain financial services come briefly but noisily into vogue, touted by their providers as “excellent for just-about-everyone,” but what suits the more adventurous client can be all wrong for one who wants a solid setup he or she can then take for granted as he pursues his personal endeavors. A “cookie-cutter” program simply can't take into account special requirements — or unique potentials. Without a tailored approach, born of flexible thinking, aspects of a financial plan are often at odds with each other, often inappropriate for the individual. The Solution The missing element was a “wide-angle” planning viewpoint, one that would take into account all elements of a client’s financial picture. Using this enlightened model, the tax strategist would be brought into liaison with the financial manager, the estate planner with the insurance specialist. It would be rather like an orchestra directed by a conductor with vision, the instruments fully coordinated, each with all the others. To take this approach, Verité Advisors starts with a comprehensive, detailed understanding of each element of financial services. Next must come an expert evaluation of the individual client's current condition, needs, and potential. Then flexibility comes into play — which instruments to employ and when and how. And, finally, synthesis of the parts into a powerful, coordinated whole. The Verité Advisors Advantage Financial growth strategies require resources. While there is never a shortage of plans, programs, and counselors seeking your discretionary dollars, there are precious few who will help you find or increase those funds first. Verité Advisors is a pioneer in its field. We start by focusing on tax planning, eliminating the needless squandering, then using money thus recovered to fund — or better fund — wealth accumulation programs. Verité Advisors has created a multitalented team of experienced professionals who work together with common goals: helping you retain as much of what you already have as possible aligning your financial elements into a complete strategy returning and strengthening your control of your own money increasing your wealth as rapidly as possible. Phrased another way, the goal is your financial independence.