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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
There are common mistakes you can avoid when saving for retirement.
Do you know where the idea of “retirement” comes from?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
What’s the deal with your yearly free credit report?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.
When should you take your Social Security benefit?
$1 million in a diversified portfolio could help finance part of your retirement.