Most financial institutions are sales organizations. The Vermont Agency is as well. Our “differentiation” revolves around four key components:
Our motto is process over product. We believe that there are certain financial decisions that come first and that these decisions have a logical progression toward financial freedom. Our process allows our communication to be clear and concise.We would welcome the opportunity to work with you as your financial advocate to help you create your purposeful plan.
Remember, the future begins tomorrow even if you are reluctant to acknowledge it.