At The Vermont Agency we believe that product follows process. Product is not discussed until we are clear of your needs, objectives and financial position. Our financial professionals provide individuals, families, and businesses with insurance, financial planning, investment management and retirement income strategies that align with each client’s unique needs, goals and vision. Our recommendations are actionable, backed by a broad range of product offerings to suit various life stages and situations.
The foundation of planning, to protect those you love in the event of:
Saving for your future needs/wants:
Strategies that seek to provide you with income:
Working with your legal advisor, we explore strategies to help you transfer assets you’ve worked a lifetime building to heirs and not to the government.
Establishing the orderly transfer of a business in the event of:
Establishing programs that will help a business owner attract, reward, and retain key employees.