He will design a comprehensive, personalized financial plan to help you reach your financial goals. But that's just the start of his commitment to you.

He has enjoyed making a career of delivering financial planning advice to clients. At Veritat, he has the satisfaction of knowing that he puts his clients' interests first.

While many advisors claim to put their clients' interests first, most of them actually make money off of the advice that they provide.

In contrast, all Veritat Advisors are salaried employees. He does not receive commissions from the advice he provides. Rather, his annual bonus is based on your satisfaction with his advice.

Veritat recommends only no-commission products. In fact, Veritat is a member of NAPFA, ensuring the highest standard of integrity. As a fiduciary, he is legally required to put your interests first.

He will get to know you one-on-one in the Veritat Meeting Center. Based on your specific goals and financial situation, he will create a personalized Financial Plan to help you live a fuller life.

But that's just the start. He will help you implement your Financial Plan, and we will check in at least once a quarter. He is also available to answer questions as they come up, on demand. He aims to respond to all messages within one business day.

He is excited to work with you to craft a plan and achieve your goals. Thank you for giving him the opportunity.