Every day I meet investors with the same cookie cutter basket of mutual funds/stocks. It is my passion to build unique solutions for investors using a holistic, comprehensive approach to financial planning. Choosing the best investments for your specific situation is paramount, but so are the other components of the Comprehensive Plan. Once your plan is in place we embark on the journey together, making adjustments along the way if necessary. My goal for every Verus client is to live a Purposed Based Retirement, the retirement of your dreams. The first step towards that goal is your Comprehensive Plan.