Investment Management
Verity Financial manages investment portfolios for our clients. This can include investment analysis, asset allocation, IRAs, and 401(K)s, goal setting, and portfolio rebalancing.
Our approach to investing
Everyone has an opinion on what you should do with your money. We want to be an encouraging voice that helps take the emotion out of money and make good decisions with your resources.
My goal is to create an atmosphere of transparency and create a safe place for individuals and couples to discuss their finances, even as it relates to investing. I like to walk you through options and build a plan that makes sense.
Relational, not transactional.
Investment considerations
The mechanics of smart investing boil down to a combination of analyzing your age, what your financial & retirement goals are, and your risk tolerance. We have a conversation with you to look at all of these variables and chart the best path. We want to teach you, so you're able to make confident financial decisions.
Investment analysis
We are always looking for the best places to park money. We analyze different types of investments, do extensive market research, and have solid market fundamentals in decision-making.
Asset allocation
Covering how funds are distributed across different asset classes, like stocks, bonds, real estate, and more.
Simple IRAs & 401ks
These are tax-advantaged retirement savings accounts, often available through employers. We can help you make the most of your opportunities in this realm.
Traditional IRAs & Roth IRAs
These are tax-advantaged retirement savings accounts that you can set up on your own or move past retirement accounts into.
Portfolio rebalancing
We can help you return the values of a portfolio's asset allocations back to the initial investment plan. This often happens once or twice per year.
Diversification
Ensuring a proper strategy of managing risk and leveraging financial opportunities by spreading investment funds around different assets and asset classes. We can help you put together a plan to put this into action.
Tax-efficient strategies
There are better and worse ways to conduct financial transactions from a tax perspective. We can help you make decisions that will be tax-advantageous (although we are not tax advisors, we refer out to trusted professionals).
Asset allocation and diversification do not guarantee a profit or protect against loss.
Disclaimer:
These testimonials were given by current clients. No compensation was provided for these testimonials. There are no conflicts of interest on the part of the people giving the testimonials. Featured testimonials do not represent the experience of all clients and are no guarantee as to clients’ future investment success.
Work with an experienced financial advisor
Tawna Hermanson has spent 13+ years helping families and individuals manage investments. She has a client education approach, where she is a Ramsey SmartVestor Pro (SVP) for the Red River Valley area.
FAQs
Schedule your first meeting with me.
Let's talk about your financial situation, life goals, and future plans.
The first meeting with me is complimentary!
Let's build a plan for your financial future, together.