Working with VCP
At Veridian Capital Partners wealth management is our passion. While we understand that discussing finances can be difficult, you can be assured that our advisors will provide approachable advice in easily understood terms. We promote an open dialogue, allowing you to present your financial aspirations, questions and concerns. You can always expect to be treated with the utmost respect and dignity when you meet with us. Our desire is to know you and to help you achieve your financial goals.
Provide current bank and investment account statements for checking, 401(k), and other commonly used accounts. Additionally, we’ll have questions pertaining to your household income and expenses.
Prepare your short and long term objectives. Knowing your financial and life goals and dreams are important in our success to help you achieve them.
Part of working with us is mitigating risks. This means reviewing currently held estate documents and insurance products for home, life, and long term care.