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
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Being healthy not only makes you feel good, it may also help you financially.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Even if you’re young and single, you should still consider protecting yourself.
Calculating your potential Social Security benefit is a three-step process.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A look inside the U.S. government's statistics on household net worth.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you explored all of your choices when it comes to managing your taxable income?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations? Here are three tips.