VERUS (Latin) \vār-us\ true, right, genuine
We seek to build genuine long-term relationships with clients, truly listen to their needs, and put them on the right path toward their goals.
We are a comprehensive investment management firm serving hard-working individuals and families in the Fox Valley region of Wisconsin. Our approach is based on a rigorous process that covers your complete financial picture, simplifies the complex, and provides you with a clear, actionable roadmap to your ideal future. By taking care of the details, we help you organize your financial life and get back to what’s truly important.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Saving for College 101
Here’s a crash course on saving for college.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Gaining a better understanding of municipal bonds makes more sense than ever.
Beware of these traps that could upend your retirement.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know these three personal finance sayings?
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?