Premier Services

Our Comprehensive Approach

When building Veater Financial Group, we noticed a need for something different from what other financial service firms currently provide in our area. To address this need, we have created a truly comprehensive one-stop-shop where you can receive investment, tax and estate related planning all under one roof.

We have built a team of professionals who are qualified to answer questions and resolve concerns relating to your entire financial plan. Our clients benefit from custom and comprehensive financial plans that are focused on their very best interests.

Investment Management

Creating a highly personalized, diversified and efficient investment portfolio

Constant monitoring of your portfolio

Tax-efficient investment placement

Determining appropriate distribution rates from your investment to supplement living expenses

Regular re-balancing of investment positions

Advising on when retirement could be financially viable

Analysis on maximizing Social Security benefits

Setting up tax-efficient college savings plans for kids, grandkids, etc

Advising on unique questions such as the financial impact of selling your home

Tax Reduction Planning

Providing options for the most tax-efficient distribution plan (including RMD strategy)

Tax-loss harvesting for taxable accounts

Retirement / investment contribution recommendations based on unique tax situation

Income shifting strategies when applicable

Staying up-to-date on and presenting new tax laws that can affect your situation

Advising on unique questions such as charity donations, industry-specific tax-credits

Estate Planning

Assistance with living trusts to avoid probate and transition of assets in an efficient manner

Legacy Lunches with your heirs to help them understand investment and estate plan process

Assistance with updating current living trusts as life circumstances change over time
Reviewing powers of attorney, living wills and titling of property

Assisting beneficiaries with the paperwork and distribution of a loved one’s estate

The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All investing involves risk including loss of principal. No strategy assures success or protects against loss.

There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor before making any decisions.

SagePoint Financial nor its representatives offer legal or tax advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (559) 432-3877