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Achieve Your Full Potential

Investment Coaching for Lasting Success

We are dedicated to helping our clients at Veritas Financial Services foster better relationships with money, guiding them through thoughtful investment management, comprehensive financial planning, and strategic tax planning. Our approach emphasizes gentle, purposeful enhancements that empower individuals across the U.S. to improve their lives in meaningful ways. By participating in continuing education and building a positive relationship with your finances, our team of investment coaches will help align financial strategies with your life’s goals.

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What Stage of Investor are You?

We offer suitable investment strategies for people of all ages, anywhere in the country, regardless of their asset levels or where they are on the continuum.

Getting Started

Regardless of age, you’re ready to begin learning about investment strategies.

Accumulation

You want to make sure your money will work for you.

Pre-Retirement

You need to start planning for a steady income after retirement.

Retirement

You want to secure your future and ensure your “golden years” will be great.

Legacy

You want to set your family up for success, figuring out how to leave your assets to family and others of your choosing.

Financial Calculator

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Frequently Asked Questions

What does a financial planner do?

A financial coach is your guide in creating a clear and confident path toward your financial future. They help individuals and families align their goals with intentional strategies—whether that’s saving, investing, planning for retirement, or navigating the truths of what investing really is. At Veritas, we believe financial coaching is about more than just numbers—it’s about empowering you to live a life you love, with clarity and peace of mind.

How can I benefit from working with a financial planner?

Working with a financial coach gives you more than just a strategy—it gives you clarity, confidence, and a partner in your financial journey. At Veritas, we help you identify what truly matters to you, align your financial decisions with those values, and build a plan that supports your dreams. Whether you’re looking to grow your wealth, protect your future, or simply feel more in control of your money, we’re here to guide you every step of the way.

How much do financial planning services cost?

The cost of financial coaching can vary based on your goals, the complexity of your situation, and the type of support you’re looking for. Some coaches charge a flat fee or hourly rate, while others charge a percentage of the assets they help you manage. At Veritas, we believe in full transparency—before we begin working together, you’ll know exactly what to expect so you can make an empowered decision that feels right for you.

What should I look for when choosing a financial planner?

Choosing a financial coach is a personal and important decision. Look for someone who is not only qualified and experienced, but also committed to acting in your best interest as a fiduciary. Pay attention to how they communicate—do they educate and empower you? Are their services clear and their fees transparent? Most importantly, trust your gut. You should feel comfortable, heard, and confident in the relationship. At Veritas, we believe that trust, integrity, and partnership are the foundation of great financial coaching.

How is Veritas different from other financial services firms?
At Veritas, we’re not just focused on investments—we’re focused on people. We take the time to educate, empower, and walk alongside our clients so they can make clear, values-based decisions about money. We believe in transparency, integrity, and putting people before products.
Do I need a lot of money to work with a financial planner?
Absolutely not. Financial coaching isn’t just for the wealthy—it’s for anyone who wants clarity, confidence, and a better relationship with money. Whether you’re just getting started or managing significant assets, we meet you where you are and walk with you toward your goals.
What is the American Dream Experience?
The American Dream Experience is a powerful two-day event where participants explore their relationship with money, uncover what truly matters, and discover a new way to think about investing. It’s the heartbeat of what we do at Veritas—and for many, it’s the moment everything changes.
Is Veritas a fiduciary?
Yes. We are legally and ethically committed to acting in your best interest. That means we don’t sell products, we don’t earn commissions, and we don’t make recommendations based on anything other than what’s best for you.

Our financial expertise can streamline your path to success and security. Get started today; contact us by calling 920-893-5262 or emailing admin@veritasinvesting.com.

Financial Planning

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Investment Coaching

Veritas Financial Services
506 E Mill Street
Suite 101
Plymouth, WI 53073

Call: 920-893-5262

Email: admin@veritasinvesting.com

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Business Hours
Monday – Friday: 9:00 AM to 4:00 PM
Saturday & Sunday: Closed