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About Us

The Verdi Group is a full service financial services firm committed to helping you plan for your retirement. We want to help you achieve the retirement of your dreams, whether that means traveling, owning a vacation home on the beach, or paying off your mortage and spoiling your grandkids. With our focus on retirement planning, we can help you answer the questions that many people have about their financial future:


  • How much money will I need in order to retire comfortably?
  • When should I retire?
  • Have there been changes to my pension plan that affect me?
  • How does my pension work?
  • Will I be able to afford health care in retirement?
  • When should I begin collecting social security?
  • What percentage of my income should I be saving for retirement?
  • What are my 403(b), 457(b) or 401(k) withdrawal options?
  • Should I roll my old 403(b), 457(b) or 401(k) into an IRA?
  • Should I have a Roth IRA?
  • Should I use a 529 or Roth IRA to save for my kid's college?
  • Do I have enough life insurance and am I paying too much?
  • Are my assetts protected should I need long term care?
  • How can I ensure that my beneficiaries receive as much as possible from my estate?