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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

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Measuring the Value of a Financial Advisor

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

 

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

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

Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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