Professional Help

  • Need a Second Opinion?
  • Project Cost
    $500 – $ 5,000
  • Client Experience
  • Multiple Meetings
  • Phone/Email Access
  • Financial Organization
  • Goal Setting
  • Secure Client Portal
  • Financial Planning
  • Customized to your needs

Wealth Builders

  • Solid Income/Low Assets
    Continued Advice
  • Membership
    $50 – $400 per/mth
  • Client Experience
  • 1-2 Meetings per/yr
  • Phone/Email Access
  • Financial Organization
  • Goal Setting
  • Secure Client Portal
  • Weekly Economic Updates
  • Financial Planning
  • Net Worth / Cash Flow
  • Retirement Benchmarking
  • Life Insurance Analysis
  • Long Term Care Analysis
  • Tax Planning
  • College Savings Plan
  • Investment Planning
  • Asset Allocation

Wealth Management

  • 500k or more to invest
    Full Service
  • Investment Management Fees
    0 – 500k 1.25%
    500k – 1M 1.00%
    1 – 2.5M .80%
    2.5 – 5M .70%
    5 – 10M .60%
    10M+ Negotiable
  • Client Experience
  • 2-4 Meetings per/yr
  • Phone/Email Access
  • Financial Organization
  • Goal Setting
  • Secure Client Portal
  • Weekly Economic Updates
  • Financial Planning
  • Net Worth / Cash Flow
  • Retirement Benchmarking
  • Life Insurance Analysis
  • Long Term Care Analysis
  • Tax Planning
  • College Savings Plan
  • Retirement Income Analysis
  • Help you apply for Social Security
  • Referrals to professionals
  • Collaboration with professionals
  • Charitable & Gift Planning
  • Estate Settlement
  • Engineer how to make large purchases
  • Investment Planning
  • Asset Allocation
  • Professional Investment Team
  • Tax Loss Harvesting
  • Account Statements
  • Performance Reporting
© Copyright Verso Financial | Design by Ted Levine

*Representatives offer products and services using the following business names: Verso Financial or Canvas Financial - insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC - securities and investments | Ameritas Advisory Services (AAS) - investment advisory services. AIC and AAS are not affiliated with Verso Financial, Canvas Financial or any other entity mentioned herein.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.