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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Understanding the economy's cycles can help put current business conditions in better perspective.
Can you keep up with your children’s mobile slang?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?
When should you take your Social Security benefit?
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What is your plan for health care during retirement?