Less Risk & Fewer Taxes Than Your Current Plan With No Money Out of Pocket
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Areas of Focus
- Family and Money
- Financial Life Planning
- Inherited Wealth
- Investment Management
About MeI have an intense passion for helping businesses and professionals with their finances...
You see, many successful people spend so much of their time creating wealth, they often don't have the time or expertise to grow and preserve it.
Finding a wealth strategy and solution that can coordinate and integrate all the elements cohesively and strategically can be next to impossible...
We have proven - Everyone we encounter has a wealth potential that is greater than the current track they are on to achieve.
We've also proven: There are forces, financial advice/advisors, and eroding factors in the economy that actually prevent people from achieving their optimum potential.
We exist to help our clients overcome those obstacles while structuring additional layers of financial security and make progress towards their full wealth-building and retirement income potential.
It's Really Simple...
We look at the wealth-building process from a different perspective: YOURS...
As independent fiduciaries, we have a moral and ethical obligation we hold ourselves to the relationships we build and the financial strategies we deliver to the highest standards of quality and expertise.
These values represent the 9 core principles of who we are and what we do, every day;
- Optimize your full wealth potential and create the highest efficiency on every dollar at work and create a quality of life that exceeds your expectation.
- Have the RIGHT to Spend/Give/Enjoy your wealth without fear of running out
- Pass on your wealth and estate to:
3.Other wealthy people (Estate Sale)
- Recapture lost opportunity costs (Cost Recovery- Wealth Transfers)
- No Out-of-Pocket Cost
- No additional tax, relative to the current plan
- No additional risk, relative to current plan (Strategy Based…NOT Product Based)
- Must happen under all circumstances
- Peace of Mind – Socially, Emotionally, Spiritually, and Financially
We seek to double your net worth through cost recovery, less risk, and paying less tax.
Allowing you to create your own financial future based on proven financial strategies with a lasting impact.
If at any point in reading this your mind said "I'd be interested in seeing how they do that"... Then simply message me here.
- Association for Financial Professionals
- BBB Accredited Business
- Financial Planning Association
- National Association of Insurance and Financial Advisors
4168, Douglas Boulevard, Granite Bay, California, 95746
- Video Conference
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meetingInitial Phone Meeting: Before committing your time or ours, our first 15-minute phone meeting will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a Podiatrist if you needed heart surgery. If we aren’t a good fit for each other we will gladly introduce you to a firm who is better suited to your needs.
Offers Investment Management
About our FirmWhat separates Verdeo Financial from other financial advisory firms is we create a financial plan around your specific situation so you can live a prosperous life.
Our purpose is to explore and analyze the complicated intricacies of each individual’s and business’ financial situation in order to design and deliver simple strategies to accomplish your financial desires more quickly with less anxiety and fear of mistakes.
From there, we build a financial blueprint to better determine a better detailed financial plan of action that allows clients to become better stewards of their wealth.
These intellectual strategies effectively help reduce taxes, reduce risk, increase portfolio efficiency, and augment the preservation with the certainty of wealth legacy for our clients.
Purdue University Fort Wayne, B.S., Business, Finance
Hobbies and Interests
- Working Out
Who We Serve
- Baby Boomers
- Business Owners
- Dual Income Family
- Gen X
- Healthcare Professionals
- Young Families
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