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
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The year’s end is the perfect time to do these 12 things.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
In the face of divorce, making changes to insurance coverage may be overlooked.
Even if you’re young and single, you should still consider protecting yourself.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you died, what would happen to your email archives, social profiles and online accounts?
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.