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7108 North Fresno Street
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.
Creating a highly personalized, diversified and efficient investment portfolioConstant monitoring of your portfolioTax-efficient investment placementDetermining appropriate distribution rates from your investment to supplement living expensesRegular re-balancing of investment positionsAdvising on when retirement could be financially viableAnalysis on maximizing Social Security benefitsSetting up tax-efficient college savings plans for kids, grandkids, etcAdvising on unique questions such as the financial impact of selling your home
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
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.
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