Financial Planning
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Asset Maximization
Our main objective is to assist clients in navigating today's complex marketplace to work toward their investment aspirations and goals with custom-tailored recommendations.
Generational Vault
A virtual safety deposit box for our clients to securely upload important documents, view daily investment and banking vales, and view financial assets and expenses all in one place.
Income Planning
At Verity Wealth Group, we are here to help you navigate throughout each of the three income planning phases, and to help you make sense of tax advantaged vehicles to work towards your retirement income goals.
Insurance Options
Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
Legacy Planning
We can help you plan your legacy in a variety of ways based on whether you are looking to preserve assets for future use, or transfer your wealth to beneficiaries.
* Mr. Ting is not an attorney and does not give legal advice
Retirement Strategy & Risk
Our organization prides itself on providing retirement strategies to Southern California and the surrounding communities. We take an extensive look at each clients unique mix of assets to integrate all aspects of our clients wealth into a coordinated strategy.
Generational Vault
Generational Vault never sleeps it is your twenty four seven three hundred sixty five access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.