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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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Car Affordability
How much can you afford to pay for a car?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.