Young Family College Student Retirement Couple

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

About Us

Learn More

Retirement

Learn More

College Planning

Learn More

Business Planning

Learn More

Helpful Content

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Tax Reform: Before and After

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The Financial Literacy Crisis

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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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.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Charitable Giving: Smart from the Heart

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