Your Taxes Done Right

Keep your finances streamlined. We’ll navigate your tax landscape so you can avoid obstacles and maximize your return.

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Investment Strategies

Is your money being guided to the right places?

Tax Services

Streamline your tax Preparation, Filing and Planning.

Bookkeeping

Your Personal CFO to oversee your business financials.

Lets Keep Your Money Moving in the Right Direction

At Veritas, we ensure your money is always moving in the right direction. Our financial services include tailored retirement planning to secure your future, investment strategies that optimize growth, and tax solutions that minimize burdens. We also provide estate and legacy planning to protect your wishes, insurance solutions that safeguard against unexpected events, and college fund planning focused on securing your child's educational future. Let us help you navigate the complexities of finance and keep your financial goals on track.

From Town to Country, we’ll create an investment plan that aligns with you.

All-in-One Financial Services

INVESTMENT STRATEGIES

A well-structured retirement income and investment plan aligns your finances with evolving needs. We coordinate Social Security, pensions, and withdrawals from 401(k), 403(b), 457(b), IRAs—including Roth IRAs—and taxable accounts using a diversified, risk-aware approach. Our goal is to support your lifestyle goals while monitoring taxes, RMDs, healthcare costs, inflation, and market conditions. Regular reviews help keep your plan aligned and adaptable over time.

TAX SERVICES

Proactive, year-round tax planning helps you stay ahead—not just during tax season. We review income, deductions, credits, and law changes throughout the year, considering timing for tax-loss harvesting, capital gains, asset location, and Roth conversions (with the help of your tax professional). This approach helps reduce surprises, avoid penalties, and identify opportunities for tax-efficient contributions and withdrawals. The goal is practical, long-term tax efficiency.

Estate and legacy planning goes beyond simply passing down assets—it’s about protecting what matters most. We explain how living wills, revocable trusts, powers of attorney, and healthcare directives work together, and how beneficiary designations, TOD/POD titling, and account coordination help preserve your wishes. We collaborate with your chosen professionals to help ensure everything is legally sound, tax-aware, and aligned with your goals. Your plan remains current, consistent, and ready for life’s changes.

ESTATE PLANNING

INSURANCE STRATEGIES

A thoughtful insurance strategy helps safeguard your plan against the unexpected. We align term life insurance, whole life insurance, long-term care insurance, and disability insurance coverage with your goals and cash-flow realities. We review costs, coverage gaps, beneficiary designations, and how employer benefits or existing policies fit—then adjust as income, health, or family needs change. The goal is protection that remains appropriate over time, supporting family stability and your financial future.

Meet Your Personal CFO

With more than 15 years in finance, JC Marrero founded Veritas Financial Solutions to demystify money and help you move forward lead with financial understanding.

As a first-generation Cuban-American, JC knows what it means to build from the ground up. His story fuels a mission to equip each person with the clarity and strategy to impact generations.

Rooted in faith, community, and genuine care, JC’s approach is warm, honest, and empowering. He doesn’t just manage money—he helps your money to work for you.

Veritas Financial Solutions offers comprehensive financial planning and investment guidance, helping clients make informed decisions with clarity and confidence.

Let’s create a plan that aligns with you

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Financial Planning for Every Stage of Life

Lets help you through life’s pivotal moments—serving as a financial guide, not just an advisor:

Pre-retirees and retirees
seeking income clarity

Families supporting aging loved ones who need a strategic plan

First-generation wealth builders establishing their legacy

Busy professionals seeking structure and partnership

Looking for a financial advisor in Redding or prefer virtual financial planning?

At Veritas Financial Solutions, we’re committed to helping you build financial clarity and confidence—whether you meet with us locally or online.

Let’s build a plan that grows with you and for you

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FAQs: What I Should Ask Before Hiring a Financial Planner Near Me

A Personal CFO is like having a Chief Financial Officer for your household. We coordinate your income, expenses, investments, taxes, insurance, and legacy planning under one clear plan—and we educate you along the way so every decision is confident and informed.
Our focus is on understanding and involvement. We don’t just tell you what to do—we teach you, guide you, and walk with you for the long haul.
Not at all. We’re here to serve individuals and families who want to grow, protect, and steward what they have—no matter the starting point.
When we provide investment advisory services through LPL Financial, we act in a fiduciary capacity. We put your interests first and disclose fees and any material conflicts of interest in writing.
We charge fees for advisory and planning services. If an insurance solution is appropriate, we’ll discuss product costs or any applicable commissions in advance. All fees and costs are disclosed before you decide to move forward.
Investment accounts are held with LPL Financial. You’ll have secure online access and statements.
No minimum for planning; investment management typically starts at $10,000.
We use a goals-based, diversified, and risk-aware approach. Portfolios are tailored to your objectives and time horizon. Investments involve risk, including loss of principal; we don’t make guarantees.
Yes. We’re based in Redding, California, and serve clients in person and virtually across the U.S.
During onboarding we meet more frequently, then hold regular reviews (typically semiannual or as needed). We also check in around major life events, tax deadlines, or market changes.
Recent statements (bank, investment, retirement), tax return, insurance summaries, estate docs (if any), and a list of questions.
A simple 15-minute conversation. No pressure—just clarity.