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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, we can help. The financial professionals at the Vermont Agency have a unique process to help your family financially realize your hopes and dreams.


See Carmen's story "There's Happiness To Be Had" and how our mission to "Dramatically Impact the Lives of Others" had an impact not just on Carmen, but the Agent who helped put the necessary coverage in place to protect their future.  


There's Happiness To Be Had




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

About Us

Learn More

Retirement

Learn More

College Planning

Learn More

Business Planning

Learn More

Helpful Content

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A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Revising Estate Strategy Assumptions

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

An Arm and a Leg

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.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

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