We take pride in our 170-year history, the processes we've crafted, and the relationships we've built. Through our Shared Intellectual Property ModelTM, the entire team is a resources to our financial professionals as they work with clients. All dimensions of expertise will be available, providing clients with a depth of knowledge that could not be available by any one person.
Our Advanced Markets team specializes in working with high net worth individuals, business owners and their families, foreign nationals, along with charitable and nonprofit organizations at no cost to you.
⦁ Qualified and non-qualified business⦁ Trust services through Fidelity⦁ Business Planning⦁ National Life’s CPA Advantage Program⦁ Charitable Giving Strategies⦁ Estate Planning Strategies
ESP creates financial planning relationships with businesses in Northern New England and Upstate New York, implementing qualified retirement plans. This creates opportunities for our financial professionals to work individually with business owners and their employees.
The CPA Advantage Program supports the educational needs of CPAs and provides the curriculum for our CPA Symposium. Agents have access to many CPE approved seminars, plus through our shared intellectual model the expertise of our team to provide support in delivering these seminars as needed.
College planning allows you access to the SAGE Scholars Program. This is a tuition rewards program for private colleges across the country. By working with a SAGE Financial Partner, clients earn tuition reward points. The Vermont Agency is the exclusive authorized SAGE financial partner in Northern New England and Northern New York State.
Circle of Wealth is a system for helping identify needs and finding the money necessary to fund the options available. Don Blanton founded MoneyTrax, Inc. in 1994 and has since gained national recognition for its planning process and easy-to-use client-centered financial software known as the Circle of Wealth® system. The financial services industry offers many “product based” solutions for clients and programs to agents that help bring products to market. A “product based” approach however is becoming very ineffective in the world today. We believe it will be very difficult to help agents reach the level of success they desire. To be effective we want agents to become known for solving problems rather than for selling products. The Circle of Wealth® system shows you how.
CMNB is a unique process used to introduce prospects and clients to the importance of planning. It was developed to assist clients with a predictable experience. The quality of our client relationships demands the highest degree of professionalism. We at The Vermont Agency are dedicated to holding clients accountable to reach the goals they have for themselves, their family and their business.
*Circle of Wealth is a registered trademark of Money Trax , Inc.*For additional details, participating colleges and restrictions go to www.tuitionrewards.com.