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Introduction About The Business

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Verde Key Areas

1.Cash Flow Management

2.Risk Management

3.Investment Planning

4.Tax Planning

5.Retirement Planning

6.Estate Planning

1Cash Flow Management

Positive cash flow is the lifeblood of financial health. Measured liquidity allows you to enjoy today, while saving for the future. Your Verde Advisor will help you develop and manage a customized budget, monitor and maximize your savings rates, and work with you to create an effective cash reserve strategy.

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2Risk Management

Life happens. Whether it is the birth of a child, a job change, illness or injury, unexpected events can challenge the most carefully laid plans. Your Verde Advisors help you anticipate these scenarios, and to select contingency plans to keep you on track.

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3Investment Planning

After careful analysis, your Verde Advisors will create a unique investment strategy that aligns your goals for growth with your risk tolerance. We then actively trade your account, manage assets, and monitor your portfolio on an ongoing basis. We work with you to fine tune financial plans. We manage your accounts and maintain a 360 degree view of your entire portfolio’s progress.

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4Tax Planning

As part of our 360 degree approach, we help guide you to a tax efficient financial plan. Your Verde Advisors will coordinate with your accountant or tax professional to help you keep more of what you have earned.

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5Retirement Planning

Retirement is not one size fits all. Your Verde Advisors will help you identify and plan for your unique lifestyle during retirement, whether you want to travel, start a passion project, or enjoy quality time with loved ones. We will work together towards the future you hope for yourself and your family.

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6Estate Planning

No matter the size of your personal wealth, we encourage all clients to select and build an estate plan. Your Verde Advisor can work with you to create a plan that honors your wishes and protects your legacy. We periodically review your beneficiary designations and estate plan to ensure you have the most up to date.

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See what people are saying

Incredible Job

Rated 5.0 out of 5
January 6, 2023

The Verde Capital Management team does an incredible job handling the finances for multiple accounts in my immediate family. They not only help out with investment management but offer ideas for better methods of handling other aspects of your personal finances (insurance, will and trust, etc.). I cannot recommend Verde highly enough for anyone looking for a top of the line financial team.

Patrick D.

Financial Plan That Works

Rated 5.0 out of 5
January 6, 2023

We have been with Verde since their start. They have provided a financial plan that works through ups and downs. An added benefit is the knowledge you gain from their regular updates on market trends, new technologies, and all the facets needed for a total financial plan. We have recommended Verde to our family and friends.

Marci G.

Thoroughly Prepared

Rated 5.0 out of 5
January 6, 2023

As always, Tommi Harris came with her “A” game to today’s meeting/review of our situation. Thoroughly prepared, clear and concise no male bovine waste advice, and without prejudice. She knows where every penny of my money is, why it’s there, what it’s supposed to be doing, and whether it’s doing it or not. She meets my expectations and usually exceeds them while always addressing my concerns. She is a thoroughly competent professional in all aspects of her job!!!!

Chuck D.

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