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.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Do you have an estate strategy? You should.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
When to start? Should I continue to work? How can I maximize my benefit?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Five phases to changing unhealthy behaviors.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
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
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If you died, what would happen to your email archives, social profiles and online accounts?
Around the country, attitudes about retirement are shifting.
Do you know these three personal finance sayings?
In life it often happens that the answers to our most pressing questions are right in our own backyards.