Q: What does the word "Inverity" actually mean?
A: The word "Verity" is a derivative of the Latin word meaning truth. We are passionate about teaching and advising based upon true, accurate and transparent financial education, we were attracted to the word "Verity".

Q: How do I become a candidate to work on my personal finances, business planning or estate planning with Inverity?
A: If you are an individual, family or business which is willing to invest your valuable time and resources into increasing your economic & human life value, you are definitely in a place for Inverity to create maximum value for you. If you would like to learn more about the Inspired Life Process™, please contact our office to schedule a time for us to take you through an introduction to the process, the valuable benefits you will receive, expectations, associated tuition, and answers to any questions you may have.

Q: How does Inverity define “Financial Success”?
A: We define Financial Success in 4 parts, and they are included in every model we construct for our clients. They are as follows:

1. Build Maximum Wealth (not risk based)
   
   
2. Have the freedom (lack of fear) to enjoy and spend the maximum of my assets without fear of running out.
   
   
3. If I have the ability to enjoy/spend the maximum of my estate and also pass it down as a legacy. This is not an either/or proposition, but an and/both opportunity. (We call this having your cake and eating it too!)
   
   
4. The plan must work under circumstances such as inflation, lawsuit, disability, tax law changes, planned obsolescence, loss of employment, market correction, technological change, death, etc…

Q: Do you work with Business Owners?
A: Yes we do. Inverity is set-up to work with individuals, entrepreneurs, corporate employees, athletes and anyone that would like to build, protect and distribute financial wealth.

Q: When you reference the term “utilization” with retirement, what exactly do you mean?
A: We often use the term “utilization” in reference to retirement & retirement planning; we also use that word in other areas of a client’s macro-economic model. Simply stated, when we talk about “utilization” of one’s assets we are talking about maximizing the full potential of that asset for what the clients values most.

Q: I’ve heard you mention that maxing out my 401K could be one of the most misunderstood financial decisions a person could make. How can you say this when almost everyone is doing that?
A: We would like to note that we are not dogmatic about any specific financial strategy as a whole, but only when it pertains to a client’s individual situation. Just because everyone is doing it does not make a financial product or strategy economically sound. Only with a complete and transparent analysis can one see how this savings instrument truly functions.

Q: How do you know your process will work for me?
A: Our process is grounded in sound financial, economic and business principles. Every client who comes through our model & process will experience a heightened awareness of wealth maximization and strategies to be immediately implemented. We are certain in our ability to improve your financial model and wealth building potential.