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Brian Janssen

Our 2 Cents On Your Emergency Fund

Something we as a firm always talk to our clients about is the importance of maintaining an emergency fund. A few questions that may surface when the words “emergency fund” are brought up.

You just got a trust, now what do you do?

If you're a client of ours, you've heard us talk about the importance of having a trust. However, once you have one made, your work is not over. In today's post, Brian reviews some important steps you need to take shortly after your trust is completed.

You just got a trust, now what do you do?

If you're a client of ours, you've heard us talk about the importance of having a trust. However, once you have one made, your work is not over. In today's post, Brian reviews some important steps you need to take shortly after your trust is completed.

Outside the Office: Brian

After graduating from Fresno State with a degree in Finance from Fresno State, Brian began his career with Veater Financial Group. After working here for over 13 years, he knows this industry inside and out and you can count on him to help you with practically anything.

Our Team Approach to the Investment Process

As our current clients already know, our firm utilizes a team approach when it comes to our investment process. This approach is different from what many other firms are doing in the industry.

FAQs About Your RMDs

Just a quick reminder for those of you who have made it to or beyond the youthful young age of 70 ½ this year… The IRS WANTS ITS MONEY!

We want to go over frequently asked questions regarding Required Minimum Distributions (RMDs).

Brian Janssen is a MARRIED MAN!

Brian Janssen married Dawnielle Avarell on Friday May 15, 2015 in Fresno, California. They had a beautiful ceremony officiated by Mr. George Veater. Even though the day started out with rain, by the afternoon the skies were clear and the couple enjoyed a wonderful evening with family and close friends.

8 Tips for Paying High Medical Bills

Next to the IRS, the most formidable and intimidating institutions people will face are the insurance companies and the medical care complex. Both are at the root of increasing medical costs and both are intent on making sure their bottom lines are forever expanding. Never mind that high medical bills are the number one cause of bankruptcies in the U.S.

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The financial consultants at Veater Financial Group are registered representatives with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, ID, IL, ME, MO, MT, NC, NM, NV, NY, OK, OR, SD, TX, UT, VA, WA

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