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
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here are six flags that may make your tax return prime for an IRS audit.
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding the value of a home warranty.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Women must be ready to spend, on average, more years in retirement than men.
How does your ideal retirement differ from reality, and what can we do to better align the two?