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?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
A letter of instructions provides additional and more personal information regarding your estate.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How will you weather the ups and downs of the business cycle?
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.