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
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There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
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How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator can help determine whether it makes sense to refinance your mortgage.
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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Do you know these three personal finance sayings?
Make your retirement as exciting as your next vacation.
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