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…
See Carmen's story "There's Happiness to be Had" and see how our mission to "Dramatically Impact the Lives of Others." had an impact not just on Carmen but our Financial Advisor who helped the family put in the necessary coverage in place to protect their future.
There's Happiness to be Had!
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
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The tax rules that govern donating art are complex and confusing. Take a closer look.
It sounds simple, but paying yourself first can really pay off.
It's important to understand the pros and cons when considering a prepaid debit card.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How long does a $20 bill last?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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 estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?