Scottsdale Investment Advisors
480.990.3719
Arizona Residents
Phoenix • Scottsdale • Flagstaff • Sedona • Tucson • Yuma • Lake Havasu • Prescott • Kingman • Etc
Preserving Wealth • Investment Strategies • Retirement Income
Verus Capital Partners, LLC
• A custom IRA plan for your goals designed by a fiduciary
• When to start an IRA - Selecting beneficiaries
• Roth IRA vs. Traditional IRA
• Selecting investments with Fidelity, Vanguard, T. Rowe Price, many others
• IRA rollover strategies
• Complete IRA investment tracking and reporting
• IRA withdrawal rules and tax strategies pre age 59 ½
• Understanding the Required Minimum Distribution (RMD)
• Other investments: 401k, mutual funds, annuities, trusts & bonds
Your IRA
Peace of Mind
We can help you with...
Servicing Arizona by phone, Skype, fax and in-person
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory Services offered through Verus Capital Partners, LLC. Verus Capital Partners, LLC and Securities America, inc are not affiliated.
To view Securities America's privacy policy and other important information, visit the “Investors” section of www.securitiesamerica.com.
Verus Capital Partners is licensed to sell securities in Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kentucky, Louisiana,, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, North Dakota, Nebraska, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia.
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This is not a recommendation to buy or sell securities, or of any particular strategy. These investment guidelines are not intended to represent investment advice that is appropriate for all investors. Each investor's portfolio must be constructed based on the individual's financial resources, investment goals, risk tolerance, investing time horizon, tax situation and other relevant factors. Past performance does not guarantee future results. All investments involve the risk of potential investment losses. Using any particular strategy does not guarantee greater or more consistent returns.
Our Expertise. Your Objectives.
Every family is different. We listen to you to understand your needs, concerns and goals. Once we know you, then we offer the best advice for your situation. Every person is unique -- your strategy should be too. Our loyalty is to your objectives and not to one particular company. We have access to investments and resources including:
Stephen D. Bull - Principal & Fiduciary what is this?
Headquarters: 14256 N. Northsight Blvd, Suite 110, Scottsdale, AZ 85260
Founder of Verus Capital Partners, LLC
Leads team of 45 Investment advisors in 11 offices nationwide
21 years of investment management experience
Scottsdale office has 100+ yrs of experience - includes CFP's, CPA's, MBA's and ChFC's
Member of Scottsdale Chamber and Economics Club of Phoenix
Clients range from young families, baby boomers, new investors, experienced investors, retirees, entrepreneurs, professional traders and professional athletes.
Learn more from a complimentary fiduciary consultation.
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