Veater Financial Group

Veater Financial Group is a financial planner in Fresno, California. The firm provides investment planning, retirement planning, tax reduction planning and estate planning, with the aim of offering investment, tax and estate related planning under one roof. Its team of professionals handles questions and concerns relating to a client's entire financial plan, and clients receive custom financial plans. Services include building personalized, diversified investment portfolios, monitoring those portfolios, tax-efficient investment placement, determining appropriate distribution rates to supplement living expenses, regular re-balancing, advising on when retirement could be financially viable, analysis on maximizing Social Security benefits, and setting up tax-efficient college savings plans for children and grandchildren. Tax reduction work covers tax-efficient distribution plans including required minimum distribution strategy, tax-loss harvesting for taxable accounts, retirement and investment contribution recommendations based on a client's tax situation, and income shifting strategies. The firm also advises on questions such as the financial impact of selling a home.

The firm describes its approach as a team model rather than assigning clients to a single advisor, with the whole team working together on each client's goals. It holds to what it calls the CAN I mentality, Constant and Never-ending Improvement, and states that it aims to give financial advice that is morally, ethically and economically sound. The team also hosts introductory dinners for retirees and those looking to retire, where attendees can learn about the firm's culture and services, and offers one-on-one meetings in the office. George Veater serves as president and financial professional, Darren Tali as financial professional, and Kevin Etter as a CERTIFIED FINANCIAL PLANNER®. The Fresno office is open Monday through Thursday from 9:00 AM to 5:00 PM and Friday from 9:00 AM to 2:00 PM.

The office is at 7108 North Fresno Street, Suite 410, just off North Fresno Street and about 0.2 miles from East Herndon Avenue. Kaiser Permanente Fresno Medical Center and Kaiser Park are both about 0.2 miles away, and the Yosemite Freeway and the Dwight David Eisenhower Memorial Freeway are each about 0.3 miles from the office.

With a team that includes a CERTIFIED FINANCIAL PLANNER® and advisors who work collectively on every client's plan, Veater Financial Group brings investment, tax and estate planning together for Fresno-area clients preparing for retirement.

Services:

• Estate Planning
• Insurance Analysis
• Investment Planning
• Retirement Planning
• Tax Reduction Planning