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  • Veritana Financial Planning, Inc is committed to comprehensive fee-only financial and tax planning.
  • We strive to know our client's desires and needs. We assist  in developing and implementing strategies to enable our clients to fulfill their financial goals.
  • We believe that we should like and trust our clients and they should feel the same about us.
  • We believe a comprehensive approach to planning is vital to helping clients achieve their goals.
  • We place great importance on professional competency. We feel that ongoing education is key. Industry affiliations and credentials strengthen this goal.
  • Open retainers allow us to address client needs at a fair price to the client without concerns regarding hourly fees.
  • The firm does not accept referral fees or commissions. Our clients can be assured that we work exclusively for them and that we have only their best interest at heart.
  • We provide competent and responsive service to our clients.