Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

Your Dreams Matter

At Verus Capital Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

Customization. Comprehensiveness. Confidence.

At Verus Capital Management, we devise holistic strategies that specifically address YOUR needs. We believe a true comprehensive approach consists of the following components:

Investment Plan

Selecting the best investment opportunities available for your specific situation and goals.

Income Plan

Creating a written, lifetime income plan that adjusts for inflation. Once you have this component in place, your relationship with your money changes and you truly begin to enjoy retirement.

Tax Plan

Reducing your lifetime tax liability and significantly protecting your legacy from unnecessary taxation.

Health Care Plan

Preparing for possible costs associated with assisted care, as more the 70% of retirees eventually require professional health care assistance of some sort.

Legacy Plan

Making sure your estate will transfer to your heirs and/or charitable organization while avoiding probate and unnecessary taxes.

Ready to Take The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a webinar.

Schedule a Meeting

Or give us a call at 708.966.0129.