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.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A letter of instruction provides additional and more personal information regarding your estate.
When considering life insurance, it's important to understand your options.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here are 5 reason why you may consider working through retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
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
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.