WE HAVE
STRATEGIES
Be it the market or unexpected events in your life,
we’re here to help you.
WE HAVE
We work with you so that your personalized plan is easy to understand, implement and modify as needed. Our services can help you execute a plan for the many areas affecting your financial future including:
Retirement design*
Tax planning*
Risk analysis and management*
Estate planning*
Investment strategies*
Inheritance/trust management*
Disability income planning
Business planning*
Life insurance needs
Long-term care
We have an additional layer of professional experience provided to us and our clients through our partnership with Canvas Financial Group, an organization of renowned professionals from all areas of finance, of which Kevin Grunawalt* is a member of.
We’re here to help you with your financial services needs—no matter how simple or complicated they may be.
It’s our process that sets us apart
As a client of Verso Financial, we’ll help guide you through Six steps that help us create your individualized financial plan. Our Six-step process of planning, implementing and ongoing support helps us create an individualized financial strategy for you moving forward.
1
2
3
4
6
1
First, we’ll get to know you and your objectives
2
Next, we’ll take note of your current finances
3
We’ll assess a strategy and create a plan
4
We’ll then begin to implement the financial plan
5
We’ll monitor progress and communicate periodically
6
Finally, we’ll support you with best practices and continued collaboration
Whether you’re new to investing, or desire a more sophisticated, customized strategy for wealth preservation, our service model allows for ongoing monitoring, management and adjustment to changing conditions.
Verso Planning Process
Let’s meet and see if we are a good fit!
Help us gather all your financial information
How we get paid
We put together a custom financial plan
We show you where you are at financially and present our recommendations.
Our team helps you implement the recommendaitons.
We schedule review meetings periodically and are availible via email and phone if you have any financial questions.
See Your Financial Plan And Accounts At Any Time!
Are you interested in checking your information on the go? You’re in luck, we have a mobile app, you can check account balances, budget and more.
Tax Optimization Strategies
Do you ever feel like you are paying too much in taxes? Would you like to keep more money in your pocket?
Investments
Powerful tools that help us design accounts to get upside and reduce downside.
See Your Probability Of Success!
Do you ever wonder if you are on track to meet your goals? It can be pretty overwhelming having many accounts and not knowing what they all really mean to you in the big picture… We can help answer that.
Social Security Optimization
When should I start Social Security? How do I get the most bang for my buck? You’ve got questions. We’ve got answers!
Budgeting
What is coming in and what is going out? How do I know if I’m on track? We have tools to help you manage your cash-flow giving you clarity if you are making the right moves.
Student Loan Planning
Do you have student loans and wonder what is the best way to get them paid off? We can help you plan a strategy!
See All Your Accounts In One Place!
Do you feel overwhelmed because all your accounts are in different places? Link your accounts to our dashboard so that you can see everything at once. Bank accounts, credit cards, investment accounts.
The Mark Of Excellence
CFP® professionals take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, CFP® professionals also have made a commitment to CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
