Individuals


Financial Services At Veracity Financial Services we encompass every aspect of you, such as your family, business, and personal goals into your financial strategy. We help you understand your wealth, and how to preserve, grow it and plan for the future. You are our first priority and that’s why our approach is independent and objective. The wealth management strategy we develop with you will be as unique as you.

We recognize that each client and their family circumstances are unique, and require a customized investment and wealth management strategy. Our practice is built on our expertise in four areas: Wealth Management, Retirement Planning, Personal Insurance, and helping our clients prepare for expected and unexpected life events.




Private Wealth Management

Retirement
Life Events

Developing and maintaining a strategy that encompasses every aspect of your financial life can be challenging, particularly when you have substantial assets and sophisticated needs.  

What will you do when you retire? Everyone’s vision is different, so let’s plan the steps to achieve the
 retirement you want. 
 
Whether you are starting a new job, buying a home, or providing care of a loved one we can help you plan for major life events. 

Prepare for the Unexpected

Estate Planning  Personal Insurance 
Life is full of surprises. Understanding your needs and having a plan is how to prepared for
whatever tomorrow brings.



People of all ages and financial situations can benefit from estate planning. Be in control of your assets and what matters most. 

 
What you have matters. Protect it with appropriate levels of insurance from a variety of carriers.


Veracity Financial Services is a division of Capital Markets IQ, LLC, a SEC registered investment advisor. 

© 2016 Veracity Financial Services, Inc

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Veracity Financial Services, Inc., to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered personalized investment advice for compensation.