The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

The Versant Voice

Our original content and other news, thoughtfully curated to positively impact your financial wellbeing.

Wealth Management

2018 year-end tax planning strategies

2018 Year-End Tax Planning Opportunities

Take advantage of deductions, maximize your retirement vehicles, and donate to qualified charities before
celebrity estate plan documents

Celebrities – Estate Planning Mistakes We All Make

Celebrities are no different from the rest of us. No one wants to talk

Don’t go it alone

Don’t go it alone Why working with a financial advisor is key to your

Same Sex Financial Planning

Same Sex financial Planning Javier and Robert 64 and 72 years old ? Javier
Life Transitions Case Study

Phoenix Financial Planning

Phoenix Financial Planning George and Karen 69 and 65 years old Retired In their

What is Fiduciary Advice?

From Dimensional Fund Advisors Anyone searching for investment advice is undoubtedly confronted with many

Estate Planners can Learn Lessons from David Bowie’s Will

Estate Planners can Learn Lessons from David Bowie’s Will: Any married person has to