VEROWEALTH.US

Vero Wealth, Doug Rotman, CFP

It all starts with you. What are your dreams? What are your goals? Where do you see your future? You are unique. There is not one solution that works for everyone. I want to get to know you and understand the "why" behind your desires. Reaching your destination is easier with a map. Together, we’ll craft a plan that works for you. Then we’ll review and adjust along the way! Doug Rotman, CFP. What to Do When You Lose Your Wallet. There are things you can do to keep yourself safe when you lose your wallet.

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It all starts with you. What are your dreams? What are your goals? Where do you see your future? You are unique. There is not one solution that works for everyone. I want to get to know you and understand the why behind your desires. Reaching your destination is easier with a map. Together, we’ll craft a plan that works for you. Then we’ll review and adjust along the way! Doug Rotman, CFP. What to Do When You Lose Your Wallet. There are things you can do to keep yourself safe when you lose your wallet.

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Vero Wealth, Doug Rotman, CFP | verowealth.us Reviews

https://verowealth.us

It all starts with you. What are your dreams? What are your goals? Where do you see your future? You are unique. There is not one solution that works for everyone. I want to get to know you and understand the "why" behind your desires. Reaching your destination is easier with a map. Together, we’ll craft a plan that works for you. Then we’ll review and adjust along the way! Doug Rotman, CFP. What to Do When You Lose Your Wallet. There are things you can do to keep yourself safe when you lose your wallet.

INTERNAL PAGES

verowealth.us

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Estate | Vero Wealth

http://www.verowealth.us/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Second marriages are a tr...

2

Vero Wealth

http://www.verowealth.us/p/account-access

Vero Wealth: What does True Wealth mean to you? The word “Vero” comes from a Latin root word which means True. We're here to help our clients define, refine, and reach True Wealth, however you may describe it. Some might attach a dollar figure to True Wealth. For others, it may be the ability to pursue certain experiences, travels, or memories. Some might see True Wealth as the ability to give back in a significant way to help others. Regardless of your description, we're here to help. Certified Financia...

3

Tax Resources | Vero Wealth

http://www.verowealth.us/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. 12220 N MERIDIAN ST STE 120. Check the background of your financial professional on FINRA's BrokerCheck. Certified Financial Planner Board of Standards Inc. owns the ...

4

Glossary | Vero Wealth

http://www.verowealth.us/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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Products and Services

http://www.verowealth.us/p/products-and-services

It is our goal to take as much worry and work out of your financial situation as possible. We strive to help you get the most out of your money, and get your money working hard for you. Some of the tools we use and services we provide include: . The loss of a spouse. Planning for a job transition. Planning for a career change. Saving for college including 529 plans and Coverdell Accounts. Preparation for unfortunate events including Life, Disability, and Long-Term Care Insurance. Certified Financial Plan...

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Vero Wealth, Doug Rotman, CFP

It all starts with you. What are your dreams? What are your goals? Where do you see your future? You are unique. There is not one solution that works for everyone. I want to get to know you and understand the "why" behind your desires. Reaching your destination is easier with a map. Together, we’ll craft a plan that works for you. Then we’ll review and adjust along the way! Doug Rotman, CFP. What to Do When You Lose Your Wallet. There are things you can do to keep yourself safe when you lose your wallet.

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