At The Vermont Agency our mission is to: “Dramatically Impact the Lives of Others.”
We do this one client at a time — we recognize that each client is unique and has his or her own goals and objectives. If one of your goals is to protect your family’s financial future, consider asking yourself these questions…
Have you written a love letter to your family yet?
Do you know what promises you want to make for their future?
If not, don’t worry, we can help! The Financial Professionals at the Vermont Agency have a unique process to help your family financially realize their hopes and dreams.The Most Important Letter You'll Ever Write!
We Believe —
Our most valuable asset is you!Why Choose Us
We Believe —
The height of your success will reflect your ability to live a balanced life.Career Opportunities
We Believe —
A smile is a snapshot to your character.Giving Back
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The federal government requires deceased individuals to file a final income tax return.
Tax preparation may be the perfect time to give the household budget a check-up.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
There are ways to improve your physical fitness without denting your fiscal fitness.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you explored all your options when it comes to managing your taxable income?
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.