Research & Planning Tools

client resources |

investments & research |

LPL Outlook

Current Year Information
LPL Financial 2022 Outlook
LPL Blog

LPL commentary

LPL Financial Weekly Commentary
LPL Financial Market Signals
LPL Financial Street View

M|V Investment Advisory brochure

planning resources |

tax facts

2022-2021 Tax Facts
2021-2020 Tax Facts
2020-2019 Tax Facts
2019-2018 Tax Facts
2018-2017 Tax Facts
2017-2016 Tax Facts
2016-2015 Tax Facts

2015-2014 Tax Facts

financial & ESTATE planning

M|V Discovery Brochure
Monthly Budget (Excel)
Monthly Budget (pdf)
College Planning Guide (pdf)

CLIENT TOOLS & FORMS

M|V Client Profile
Risk Tolerance Questionnaire

investments & planning videos |

educational videos

ASSET ALLOCATION & REBALANCING

firm overview

WHAT TO EXPECT

Please note that these videos are for client educational purposes and meant to provide general information that can be helpful in understanding various financial concepts. Mapstone | Veritas

HELPFUL LINKS |

LPL Financial
Planning Resources
Social Security Administration
Medicare Help
Medicaid Help
NY State College Savings Plans
College Financial Aid -FASA

Reading & News
Wall Street Journal
New York Times

Please understand that these links are not maintained by the Mapstone | Veritas website and the information is believed to be reliable. By choosing a link you will be leaving our website.

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ADVICE | EXPERIENCE | RESULTS | SINCE 1970

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. 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.

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.

General Conflict of Interest Disclosure

PPG-122505 (Rev. 11/20) (Exp. 11/24)

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client resources |

investments & research |

planning resources |

investments & planning videos |

ADVICE | EXPERIENCE | RESULTS | SINCE 1970

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