MAPSTONE | VERITAS
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 financial & estate planning strategies |

TO PROTECT A LIFETIME OF WORK

 FINANCIAL PLANNING:

Together we work to provide financial planning services to both individuals and corporations through Equitable Advisors, LLC.  Fee-based Financial Planning services include a comprehensive assessment of one’s goals and current strategy.  Our professional’s approach to Financial Planning starts with a process of helping our clients establish their financial goals.  We then identify strategies that are designed to help them meet those goals.  Finally, when the financial planning process is completed we are able to implement the selected strategies and periodically monitor our client’s progress toward their stated objectives.


Our financial planning process follows these five established steps.
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ESTATE PLANNING STRATEGIES:

Business owners, successful entrepreneurs and professionals who have accumulated significant assets may face a complex estate-planning situation.  To develop an effective transfer plan:

First, goals and objectives must be clearly defined and incorporated into a plan created to help achieve those goals.

Second, these goals and objectives must be carefully woven together with the numerous lifetime and business goals of our clients.

The Mapstone | Veritas Financial Group realizes that as our clients grow older their assets must be arranged to conserve their value.  Although minimizing estate taxes is usually the primary objective, we also examine early inheritance, spousal support and charitable and community goals.  We often create a comprehensive transfer plan that involves lifetime goals, life estates, trusts, gift and generation skipping transfer tax strategies and other mechanisms for creating tax leverage.




ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Financial planning is offered through Equitable Advisors,LLC.    Equitable Advisors,LLC &  Mapstone | Veritas Financial Group do not provide tax or legal advice.

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Duly registered and licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.).  Financial Professionals may solicit and transact business and/or respond to inquiries only in state(s) in which they are properly qualified.  The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Important Information & Disclosures:  PLEASE SEE ATTACHED 

Mapstone | Veritas Financial Group is recognized by Equitable Advisors as a Platinum Paramount Planning Group firm of the Elite Advisor Group, based on their members achieving a certain sales production level among all firms within our organization.  Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC.

​Mapstone | Veritas Financial Group (“MV”) is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-7247326.1 (11/24) (Exp. 12/28)



​​Copyright©2016 Mapstone | Veritas. All Rights Reserved.
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  • HOME
  • Our Firm
    • Leadership >
      • Craig Mapstone
      • Jeffrey Mapstone
      • Thomas Tarkowski
    • Partners >
      • Brett Caroselli
      • Michelle DiRenzo
      • Koen Goorman
      • Matthew Keenan
      • Phillip Sheehan
      • Kevin Shiltz
      • David Stoller
    • Financial Advisors >
      • Heather Barniak
      • Renee Orlando
      • Shana Rivera
      • Michael Tornatore
    • Research & Operations >
      • Thomas Bailey
      • Stevie Medina-Collazo
      • Jessica Eveland
      • Alex Goorman
      • William Hager
      • Abby Horst
      • Symantha Johnson
      • Jacob Lana
      • Alex Mapstone
      • Jena Sanderson
      • Dylan Stoller
      • Alex Tarkowski
    • In Our Community
    • Our Logo
    • Disclosure
  • What We Do
    • Asset Management
    • Financial & Estate Planning >
      • MV Discovery
    • Business Strategies
  • Research & Planning Tools
  • Contact
  • Client Login
    • eMoney
    • EQ Advisors
    • Fidelity Net Benefits 401k