Build My Plan


Are you confident about your financial situation?

Some of the most common questions people ask are When can I retire? Will my IRA, 403(b), Pension and Social Security benefits provide the income I need to live comfortably? Will I run out of money?

If these questions are in your mind, then we are here to help.

Over the last 25 years, members of the Verity Asset Management team have contributed to retirement clarity and investment management for thousands of educators, working to help them prepare for and transition into retirement.

Now, with our financial planning tool, MyFinancialAnswers, you can get started from home. In about 30 minutes, you can have your own financial plan set up.

Once your plan is complete, you can schedule an appointment with a qualified financial advisor from our team.

After you sign up below, we will send you a link to register with MyFinancialAnswers, an online financial planning tool that seeks to put you in control of your retirement.

Your financial plan is personal. Answer questions about your income, expenses, retirement account balances, mortgages, and debts. We will crunch the numbers. If you need help setting things up, we’ll be happy to help you.

Review your personal financial plan. You can explore it on your own and connect with a qualified financial advisor from our team when you are ready!