Services - Verus Blue Financial

DON'T LET YOUR HARD WORK GO TO WASTE

At Verus Blue, we hold a fiduciary responsibility to ensure we’re designing the best strategy for you. Meaning our team puts in the work to present an investment strategy that works as hard as you do.

WHAT WE DO

BUSINESS PLANNING

Employee Benefits/Retention

Tax Planning

Deferred Compensation

Buy/Sell

Succession/Exiting Planning

Key Employee Insurance

Business Structure

RETIREMENT PLANNING

Income Planning

Retirement Income Tax Planning

Cash Flow Analysis & Planning

Cash Flow Tax Strategies

Spousal Benefits Evaluation

Portfolio Management

Risk Tolerance Evaluation

Social Security Optimization Planning

Long-Term Care Planning

FAMILY PLANNING

Trade School Expense Planning

College Planning

Life Insurance

Legacy Goals

Inheritance Tax Strategies

COLLABORATIVE SERVICES

In accordance with the We-Driven Mindset mentored at the Southern California Institute, for which we are members and instructors, we often work collaboratively with other advisors. Through SCI’s Certified Wealth Planning Advisor (CWPA), we completed a course designed to help our teams work seamlessly together and work through all facets of Integrated tax, estate, business, and asset protection planning as well as planning for succession or exit. Click here to visit my bio page.

Estate, Estate Settlement, Integrated Tax, Business, and Asset Protection Planning as well as Family Alignment Counseling

For Estate, Estate Settlement, Integrated Tax, Business, and Asset Protection Planning as well as Family Alignment Counseling, we often work with the team at Strazzeri Mancini LLP. Strazzeri Mancini helps affluent families get to the heart of highly relevant matters and resolve messes in the areas of integrated tax and estate planning, business succession, and family governance counseling. For more information, please see the Strazzeri Mancini links below.

Advanced Planning for Successful Families and Business Owners

Care to Know™ Planning serves families and business owners at two layers. First, it helps their existing trusted advisors expand the landscape of perspective to include disciplines and strategies outside of their core practice areas. Secondly, it allows families to see the complete breadth of their opportunities and challenges, thereby finding the magic and nuance in The Last 10%.

PROTECTING PROMISES

Estate Planning: Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs. It contemplates protection of your family members from creditors/divorce and provides for the possibility of your own disability.

Estate Settlement: When a loved one passes away, it is a great comfort to know your family’s affairs are in the hands of the trusted counselors at Strazzeri Mancini LLP. In that sad event, the Fiduciary (a Trustee or Personal Representative), usually a family member, contacts Strazzeri Mancini for assistance with the administration of the estate.

Family Alignment Counseling and Family Governance

We bring a full-spectrum understanding of relational family and business dynamics, legal, financial, and integrated tax issues to a family’s planning table.

Together, we discover unexpected alternatives, a broader array of choices than previously deemed possible, and consensus for action.

Business Succession Planning

In addition, we often work with the team at The Founders Group for business succession planning. TFG leads business owners through all phases of transition where increased clarity, net cash flow, and market value expands and solidifies choices for business transition: if, when, how, how much, and to whom.