Broker Check

Business Planning

As a business owner you have worked hard to find the level of success you are experiencing today. We understand that being a business owner requires a lot of time and attention. Often in the process some financial situations faced by your business or your family may not get the attention that they deserve.

At The Vermont Agency we work with you to help assure you have a financial strategy in place that will help to protect you, your business and your family both today and tomorrow.

We specialize in both business continuation and selective employee benefits.

Business Continuation

We understand the importance of establishing a plan that will provide you with the orderly transfer of your business in the event of:

  • Death
  • Disability
  • Or, retirement

These are important issues that you should not leave to chance.

Selective Employee Benefits

We help you establish programs to attract, reward, and retain key employees. We recognize that employees are one of your greatest assets.

We specialize in Employer Sponsored Plans to help business owner clients understand and take advantage of the various retirement plan options available:

  • Leverage tax deductibility
  • Improve employee retention
  • Keep business profits in the business
  • Provide educational workshops to help you meet your fiduciary obligations

We would welcome the opportunity to speak with you about the benefits we provide.

Is Attracting Top Talent One of Your Top Priorities?