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
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When considering life insurance, it's important to understand your options.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What does the Tax Reform and Jobs Act mean for you?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
If you died, what would happen to your email archives, social profiles and online accounts?