Our Solutions

Plan Today. Protect Tomorrow.

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.

Protection

The foundation of planning, to protect those you love in the event of:

Premature death
Disability
Or, living too long

Asset Accumulation

Saving for your future needs/wants:

An emergency fund
College
Early retirement
Travel
A second home

Retirement Planning Strategies & Distribution

Strategies that seek to provide you with income:

When you need it
For as long as you may need it
In a tax-efficient manner

Estate Planning Strategies

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.

Includes charitable giving

Business Continuation

Establishing the orderly transfer of a business in the event of:

Death
Disability
Retirement

Selective Employee Benefits

Establishing programs that will help a business owner attract, reward, and retain key employees.