Benchmark Your Retirement
Imagine knowing EXACTLY where you are at and what you need to do to reach YOUR GOALS…
Verso Planning Process
Let’s meet and see if we are a good fit!
Help us gather all your financial information
We will give you an estimate.
We put together a custom financial plan
We show you where you are at financially and ideas to help you reach your goals.
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.
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.
Innovative Tax Efficient Distribution Strategies To Help You Save Money
Do you ever feel like you are paying too much in taxes? Would you like to keep more money in your pocket?
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!
Health Insurance Planning!
Health insurance is a big consideration with retirement. We can help you see how it fits in the big picture.
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.
Estate Planning!
Do you want to have control of what happens to your money when you pass away?
