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Julie Waitman
Verus Financial Partners
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A diverse group of older adults reviews retirement account paperwork at a dining table with a calculator and notes.
July 31, 2026

Comparing Roth and Traditional IRAs: Practical Answers for Richmond, VA Retirement Savers

Two seniors sitting at a kitchen table reviewing paperwork with a calculator and laptop.
July 24, 2026

Age-Based Retirement Planning Checklists for Richmond, VA Residents

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IMPORTANT DISCLOSURE INFORMATION: The previous presentation by Julie Waitman of Verus Financial Partners (“Verus”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment or financial planning advice from Julie Waitman, Verus, or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Julie Waitman's nor Verus’ investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Julie Waitman or Verus is engaged, or continues to be engaged, to provide investment advisory or financial planning services. Julie Waitman and Verus is neither a law firm nor an accounting firm, and no portion of its services should be construed as legal or accounting advice. While neither Julie Waitman nor Verus is an accounting firm that provides accounting advice, Julie Waitman and Verus do assist with completing tax returns and provide certain tax advice in specific individual circumstances and scenarios as part of their advisory services. No portion of the podcast/newsletter content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Julie Waitman or Verus is engaged, or continues to be engaged, to provide investment advisory services. Copies of Verus’ current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.verusfinancialpartners.com.