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Whether you’re planning for retirement, saving for your children’s education or thinking about a career change, Veo Financial Counsel can help.
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Everywhere you turn, you’re bombarded by financial “advice.” How do you know what’s really relevant to you and goals? Veo Financial Counsel can help.
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You know that the only way to achieve your financial goals is to plan for the future—but how do you get started? Veo Financial Counsel can help.
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You need some expertise, someone who can guide you… but you also want to retain some sense of control over your finances. Veo Financial Counsel can help.
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You deserve excellent service when you’re planning your financial future. Veo Financial Counsel can help.
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Whenever life changes—a new job, a move, a new baby, retirement—your financial plan needs to change with it. Veo Financial Counsel can help.
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Veo Financial - Bringing Clarity to Your Financial Choices
Welcome!
Thank you for visiting Veo’s website. Are you interested in independent, objective financial advice to help you make good choices and plan for the future? Then, please explore the information on this site to learn about who Veo serves, the services Veo provides and information about VEO.
Please note that Leisa is currently not accepting new clients.
Veo’s Mission
The mission of Veo Financial Counsel is to partner with clients who seek expertise, experience, transparency and retaining a sense of control and provide them with information and recommendations to be good financial decisions and create a better financial future. Veo, means “I see” or “I get it.”
Why Fee-Only Hourly Advice?
Many financial advisors’ compensation is tied to investment recommendations they make or the investments or insurance products they sell. Fee-only financial advisors are compensated only by you, the client. We receive no commissions or incentives based on product recommendations providing objectivity and the ability to focus on your plan. Some fee-only advisors charge a percentage of assets, others a flat fee or retainer, and others an hourly fee based on the actual amount of planning time used. Veo Financial Counsel provides hourly, fee-only advice those for whom hourly, as needed advice is simply a better fit.
Veo in the News…
Leisa is tapped as an expert in local and national media.
Bankrate.com – 5 Dumb Ways to Spend Money on Your Kids- Morningstar – Mastering the Midlife Juggling Act
- Chicago Tribune – Married folks more retirement Ready
- eRollover -
Tips for a Successful First Meeting with a New Financial Advisor - Wall Street Journal -
On Charging By the Hour - The Motley Fool -
Should You Convert to a Roth? Pros Weigh In - The Motley Fool -
There’s No Such Thing as Buy and Hold