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390 South Woods Mill Road | Suite 220
St. Louis, MO 63017

(314) 434-6200

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Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Welcome to Veritas Advisors, LLC

St. Louis Financial Advisors

Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company's retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place.

Goals are not something that happens overnight, but something we can achieve by taking a step foward each day. Veritas Advisors prefer to start by asking the simple question: What have you only previously talked about that you would now like to pursue?

Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Building Your Legacy

A four-step framework for building a personal legacy.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Surprises

Making the most of surprises is a great reason to work with us.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

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