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
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."
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
To choose a plan, it’s important to ask yourself four key questions.
Five strategies for managing your student debt.
The federal government requires deceased individuals to file a final income tax return.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
An increasing number have been developed to help individuals with their personal finances.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The decision whether to buy or rent a home may have long-term implications.
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.
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: Right Now.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.