Advanced Life Insurance Planning * Employee Benefits * Annuities  * Structured Finance * Real Estate Strategy

Verity Financial Solutions, LLC (“VFS”) is a unique boutique financial services and advisory firm focused on providing clients resilient solutions that preserve and protect wealth creation through tax efficiency, safer money plan designs (with no losses in market downturns) and solutions that afford clients more peace of mind regarding their financial plans.  


Believing strongly that the best solutions are the result of a “Team Approach”, we ensure the right team of financial advisors, lawyers, CPAs, real estate experts, wealth advisors, and other professionals integrated into sound resilient strategies to achieve real financial results.   We view client’s financial strategies as if they were our own. 

Beyond traditional assets as well, having owned a successful private real estate investment firm, we uniquely understand that opportunities exist in client real estate assets and how to create unique strategies to unlock additional wealth, including a deep expertise and long track record in land conservation and its associated opportunities and benefits.

Having decades of experience in insurance design/management coupled with risk management, VFS can be your one stop source for your insurance needs using an open brokerage platform to the best products in the market in areas such as:

1- Term life
2- Permanent Life Design -- Whole life and IUL
3- Key man policy
4- Buy / Sell funding
5- Life insurance on children
6- Long term disability 
7- Disability overhead expense (DOE)
8- Health insurance
9- Life Insurance Retirement Plan (LIRP)
10- Restricted Property Trust -- tax efficient benefit plan for business owners
11- Employee Retention Plans, 162 Bonus, other
12- Deferred Compensation

The breadth of multi-discipline experience and independence allows us to advise clients with a focus on results without being trapped by traditional institutional or wall street bias.