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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…


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

About Us

Learn More

Retirement

Learn More

College Planning

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Business Planning

Learn More

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

 

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

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

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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.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Rightsizing for Retirement

What does your home really cost?

When Do You Need a Will?

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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