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
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Five phases to changing unhealthy behaviors.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Even low inflation rates can pose a threat to investment returns.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations? Here are three tips.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.