Understanding Our Clients
A Holistic Approach
We look to spend time with our clients, first and foremost. We strive to gain a clear understanding of their goals, dreams and current situations. From there, our advice and recommendations are tailored with investment goals, desired return objectives, risk tolerance, time horizon, and income needs.
Plan With Peace In Mind
Our goal is to come up with a realistic investment plan tailored to your financial needs. Our main objective is to be by your side at every step of this plan. Together we will work to stay in line and make any adjustments along the way. Vera Capital Management can help create a strategy after analyzing your big picture.
Social Security Maximization
The Path for a Comfortable Retirement
For many retirees, Social Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex subject. At Vera Capital Management we help our clients understand their Social Security benefits and educate them on different strategies to maximize it. We will help you get the most you can out of your benefit, so you can take one step closer towards the comfortable and secure retirement you have worked your whole life for.
At Vera Capital Management, our clients can receive proactive tax advice through strategic alliances we have built. We can help you focus on tax reduction strategies based on income, expenses, individual needs and goals. Proactive planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings. We are also able to work with your attorney or tax advisor to help you tax advantage of these strategies.
Vera Capital Management, Allan Vera and GWN Securities, Inc. do not provide tax and/or legal advice.
Protecting Your Loved Ones
Insurance planning can help you protect more than your physical assets; it can help you protect your retirement. No one knows what life will throw at you. At Vera Capital Management, we know how important it is to protect the ones you love. Life insurance is more than just a death benefit. We can help you with insurance strategies that are structured with your needs and goals in mind. Our goal is to help make sure that clients take advantage of insurance benefits available to them, including long term care assistance.
Working with Women
Today, women are more educated and more financially empowered than any past generation. More than ever before, women are the decision makers when it comes to their own futures and that of their families. With so many women encountering vital transitions, such as career shifts, divorce, or taking care of a parent, nothing is more important that having a plan. All of these situations have financial implications, and it is very important to form an approach that allows you to feel positive and secure in your future.