Practical, individual advice based on your needs and goals.
Depend on your trusted advisors at LFL Veritas to make sense of the numbers. Provide insight. Create a plan of action. And give you peace-of-mind.
Professionals and Executives
Understand company-offered compensation benefits. Ensure your finances are on track, now and for retirement.
Develop a strategy for sound business decisions - financial and non-financial - now and in the future.
Retired and High Net Worth Individuals
Plan to enjoy a financially-secure retirement. Protect your family in the future.
- Cyber Fraud: Knowing the Threats and What You Can Do About It
Every once in a while, some of our employees will get an email that appears to be from the managing partner here at LFL Veritas. The email might say something as simple as, “Are you in today?” The email looks Read More
- Should I Consider Combining Long-Term Care and Life Insurance?
We have an aging population. It’s not uncommon for people to spend more than a third of their lives in retirement. You work hard and save money so you can enjoy those years and pass something down to your children. Read More
- Opportunity Zone Funds: What They Are and How They Work
One of the key components of the 2017 tax reform legislation that didn’t receive much attention was the Investing in Opportunity Act. This created the Opportunity Zone program, which is intended to stimulate private investment and job creation in economically Read More
- Collecting Sales Tax in the Wake of Wayfair: What You Need to Know
For years, if your company sold products online, a state could only require you to collect state sales tax if you had a physical nexus (offices, distribution centers, payroll, etc.) in that buyer’s state. The Supreme Court ruled in 1967 Read More