Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Process
  • Who We Serve
    • Alaska Oilfield Workers
    • First Responders
    • Retirees and Pre-Retirees
    • Dave Ramsey Listeners
  • Tools
    • Retirement Plan Check Up
    • Chart Your Financial Course
    • Personal Financial Coaching
    • Investment X-Ray
    • Riskalyze
    • Find your number
  • Resources
    • Events
    • Podcasts
    • Videos
    • Book Release
    • Blog
    • Disclosures
  • Start a Conversation
  • Client Login
  • man writing on paper by Scott Graham courtesy of Unsplash.

Disclosures

Standard & Poor Disclosure:
Standard & Poor's 500® Index (S&P 500®) is comprised of 500 stocks representing major U.S. industrial sectors. Performance figures are inclusive of dividends reinvested

Index Disclosure:
Investors cannot invest directly in indexes. The performance of any index is not indicative of the performance of any investment and does not take into account the effects of inflation and the fees and expenses associated with investing.

Hypothetical Disclosure:
This hypothetical example is for illustrative purposes only, and each individual's situation is different

Risk Disclosure:
There are risks in investing in the stock market such as the return and principal value of stocks fluctuating with changes in market conditions. Shares when sold may be worth more or less than their original cost.

Views Disclosure:
The views expressed are those of the presenter and may not necessarily reflect those held by PlanMember Securities Corporation. Material presented is believed to be from a reliable source, and PSEC makes no representation as to its accuracy or completeness, and all investments involve risk and are not guaranteed.

CLARIFY YOUR FINANCIAL FUTURE. 

GET IN TOUCH TODAY.

Office

2665 E Tudor Road, Suite 202
Anchorage, AK 99507

Contact Us

907-561-2462
ask@veritasalaska.com

Connect

Representatives registered with and offer only securities and advisory service through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. Veritas Wealth Management and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible for ancillary products and services offered by Veritas Wealth Management or these representatives. Matson Money, Dave Ramsey & SmartVestor™, Anchorage Police Department, National Tax-Deferred Savings Association (NTSA) and PlanMember Securities Corporation are independently owned and operated.

6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910

FINRA BrokerCheck | PlanMember Securities Client Relationship Summary (Form CRS) | Disclosures | Order Routing Practices

Investors should carefully consider the investment objectives, risks, charges and expenses of a mutual fund before investing. This and other important information is contained in the prospectuses or summary prospectuses, which can be obtained from the financial professional for your plan and should be read carefully before investing. All investments may involve risk, including possible loss of principal. Asset allocation or the use of an advisor does not ensure a profit or guarantee against loss.

Links are provided for your information only. PlanMember Securities Corporation (PSEC) and Veritas does not endorse, nor accept any responsibility for the content, products and/or services provided at non-PSEC or Veritas sites. Some information contained in this site is provided by third parties. We do not independently verify this information, nor do we guarantee its accuracy or completeness.

© 2025 Veritas Wealth Management All rights reserved.