financial planning made easy

We're available to help you create an investment plan for your financial goals. Before we can build, we’ll need to know a bit more about you.

In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together we can build a plan to help you get there.

what can you expect?

set your goals

It’s more than money; it’s personal. We’re here to guide you through the investment management world.

Personalize your Plan

Ensure your children and loved ones are taken care of, protect your belongings, and keep the people who you financially support taken care of, as well as build wealth.

Navigating change

We create an investment catered to you, using a mix of stocks, bonds, and alternative funds.

benefits of managing your finances with us

plan

Give your future a road-map.

Invest

for what matters most.

Retire

Imagine a retirement plan tailored for you.

business

Your business deserves the guidance of a professional

Coaching

Executive coaching to take your goal to the next level.

Protect

Find a plan to protect.

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sTILL HAVE QUESTIONS ABOUT OUR HELPFUL FINANCIAL MANAGEMENT SERVICES?

How does Verus work?

Verus helps you manage your money through cash management, guided investing, and retirement planning. We are a fiduciary, which means we act in your best interest.
We'll ask a bit about you when you sign up.

We'll also gather information when you connect your outside accounts. Then, we'll help you set financial goals and set you up with investment portfolios for each goal.

For your long-term financial needs (like retirement, next year's vacation, or a down payment), our investment strategy is built on customized securities and a risk profile based on how long you plan to invest.

Is my money safe at Verus?

At Verus Financial Group, we’re a state Registered Investment Advisor.  We act as your advisor, but we don’t physically take possession of your money and assets.
Instead, this is all handled in accounts in your name with large, established custodians (such as Schwab).    

These companies have advanced security to help ensure the safety of your accounts.
You’ll also receive separate statements from these custodians, which is an important protection from fraud.

What services are included with Verus?

With Verus, you’ll get an dedicated financial team that will help you procure the right services and products to improve your financial life, a custom financial plan, and periodic review meetings.

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Who can become an Verus member?

Verus was founded to be a client focused firm; to build a place where people can come to find and discover anything they want to improve their financial lives and provide personalized recommendations and forecasts for your goals.

Can I withdraw my money at any time?

Absolutely. You can withdraw part or all of your available balance in your taxable investment account.

(Depending on the account type, it may take up to five business days for money deposited into your accounts to become available).

Is my money safe at Verus?

At Verus Financial Group, we’re a state Registered Investment Advisor.  We act as your advisor, but we don’t physically take possession of your money and assets.
Instead, this is all handled in accounts in your name with large, established custodians (such as Schwab).    

These companies have advanced security to help ensure the safety of your accounts.

You’ll also receive separate statements from these custodians, which is an important protection from fraud.

helpful financial insights for houston residents

Your 2022 Half-Year Planning Checklist

As 2022 draws to a half, it’s time to begin organizing your finances for the second half of the year. To help you get started, we’ve compiled together a list of key planning topics to consider. Your Verus Financial Advisor can help you rebalance, review and reset your course, if necessary, for this year and beyond.

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