Welcome to the Verdi Group website. Our company was founded on a handful of key values that shape how we operate our business today. We want to run a successful business, but how we achieve that success is as important to us as the success itself.
- Intentional, Focused and Prepared: The Verdi Group works to be intentional, focused and prepared in all of our client interactions. We want to be able to provide our clients with the best available advice and recommend the best available solutions. We work to make sure we are prepared and focused, helping our clients to the best of our abilities.
- Seek First To Understand, Not Be Understood: The Verdi Group works to understand our clients unique situations and truly listen to your needs and concerns. We want to know what is important to you. And we want to help you any way that we can.
- Iron Sharpens Iron: Our group of 7 advisors and our support staff believe that we can better serve our clients and our community as a "band of brothers" that works together. We hold each other accountable and we support one another as we build our business by providing exceptional advice and service to our clients.
- Earn The Right to Speak Into People's Lives: The Verdi Group is comitted to serving in the communities where we do business. We have handed out over $20,000 in grant money in local area school districts through Voya Financial's Unsung Heros program and we commit to spending time each year teaching students about finance and investing. We want to serve our clients and our community and be a resource that gives more that we take.
We hope your visit to our website will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. The Verdi Group created this Web site to help you gain a better understanding of the financial concepts behind retirement planning, insurance, investing and wealth preservation.
Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We want to help you learn more about who we are, and what is important to us. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Newsletters
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Equity REITs: Is There Room for Real Estate in Your Portfolio?
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Lease Payment
How much would your monthly lease payment be?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.