Veripax Financial Managment is a fee-only, financial planning and investment management firm, which means we will never accept commissions, referral fees, revenue-sharing agreements, or any other form of compensation that could cause a conflict with providing un-biased advice and recommendations.

All engagements begin with a free initial consultation to understand exactly what your needs are, and to make sure there is a good fit between what you need and what we do.  For local clients, the meeting can take place in your home, at your business, at the office we use in Folsom, or any other convenient location.  For out-of-the-area clients, meetings will typically take place using on-line meeting tools that will allow us to share documents.  We have clients thoughout California and in multiple states, and technology can easily bridge the distance.

Typical services are listed below, followed by a more detailed explanation.  Because were are an independent firm and limit the number of clients we will take, all services can be customized to fit your exact needs.

For Individuals and Families

• Comprehensive financial plans
• Investment management services/on-going wealth management
• Hourly consultation for advice on specific issues, one-time portfolio reviews, 401k/403b recommendations, etc.

For Small Business and Self-Employed Individuals

• Recommendation and implementation of a retirement plan that meets business goals
• Analysis of existing retirement plan to identify potential improvements or alternatives