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
  • READY TO TALK?