Courtney Ruiz, agent, with Veritas Financial Strategies, LLC

Courtney Ruiz, agent, with Veritas Financial Strategies, LLC I help people with their money, so one day work can be optional. Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Courtney Ruiz is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Eagle Strategies LLC is a New York Life Company. Additionally, Courtney Ruiz is a Financial Services Professional of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life
Company. Courtney Ruiz is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Courtney Ruiz is not licensed in all jurisdictions. CA ins lic #419721

3600 Minnesota Drive, Suite 100
Edina, MN 55435
Office: (651) 248-3315

Neither Veritas Financial Strategies, LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Veritas Financial Strategies, LLC is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and suppo...
09/14/2026

As long-term care costs continue to rise, families may need to consider how care could affect savings, income, and support from loved ones. Starting the conversation early can make planning feel more manageable.
https://bit.ly/4j32tc0

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncerta...
09/12/2026

The Federal Reserve has remained cautious about interest rates as inflation concerns have heightened, leading to uncertainity about the state of the US economy.

Federal Reserve officials have sent mixed signals on the path of interest rates as inflation concerns have intensified, fueling uncertainty about the outlook for the US economy.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some act...
09/10/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are ...
09/08/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.

Scams are rampant and hard to identify. Stay up to date with this information.
09/04/2026

Scams are rampant and hard to identify. Stay up to date with this information.

Two studies have raised new questions about the size and impact of the coming great wealth transfer.
08/31/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

08/29/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. ...
08/27/2026

For some people, the appeal of retiring abroad lies in the ability to live well for less than it would cost in the U.S. Adventure, lower costs, potentially lower healthcare costs and a richer life can all be yours overseas — but you have to nail the practical details first.

Adventure, lower costs, affordable healthcare and a richer life can all be yours overseas — but you have to nail the practical details first.

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provide...
08/25/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

More kids than ever are learning about money. But where they're getting their information is crucial.
08/23/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

Address

3600 Minnesota Drive, Suite #100
Edina, MN
55435

Telephone

+16512483315

Website

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