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?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how a stock works is key to understanding your investments.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Learning more about gold, and its history, may help you answer that question.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?