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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
An increasing number have been developed to help individuals with their personal finances.
The item most homeowners forget on their home improvement project checklist is insurance.
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.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Building wealth requires protection from the forces of wealth destruction.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.
What does your home really cost?