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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Earnings season can move markets. What is it and why is it important?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What kind of auto insurance should you have? Do you know?
Understanding the economy's cycles can help put current business conditions in better perspective.
Is your estate in order? This short quiz may help you assess your overall strategy.
Can you keep up with your children’s mobile slang?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.