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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Five phases to changing unhealthy behaviors.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Probate can be a completely public process, or it can be managed to include as little information as possible.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Are you ready for retirement? Here are five words you should consider.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
That big list of dreams and goals isn't the only way to look at your bucket list.