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
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?
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
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Calculating your potential Social Security benefit is a three-step process.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Couples may be able to head off many of the problems in a marriage that money can cause.
Learn when it may not make sense to file a claim on your home insurance.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here’s a quick guide to checking to see if you have unclaimed money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
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? The answer is easy: Right Now.