Our Approach
Setup
The more we know about you, your finances, and your goals, the better we can strategize.
Strategize
We’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.
Execute
Life changes? Market volatility? We’ll keep your financial blueprint on track every step of the way.
Over 175 Years of Making an Impact
Our mission is to dramatically impact the lives of others, one client at a time.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Making a Dramatic Impact
The Vermont Agency Foundation is proud to have donated over $1.3 million throughout the past 20 years to organizations and charities that serve and support the community.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Get Your Financial Journey Started Today
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Schedule A Free Consultation
We’d love to learn more about you and your financial goals. Our form is the best way to schedule an introductory call.