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We help clients visualize their financial future

<strong>Personal Economic Model</strong>

Personal Economic Model

Do you know what you want your financial future to look like?

Most people don’t realize how money actually flows and the impact decisions you make on a daily basis can impact you. We can introduce you to a unique concept we refer to as the Personal Economic Model, to help you gain a true picture of how your money flows.

We help people just like you change their economic outlook, putting them in a better position to realize their future goals and dreams.

The Personal Economic Model® is a registered trademarks of MoneyTrax, Inc.

We Help People Answer The Four Toughest Financial Questions

If you're serious about your financial future you should know the answers to these questions:

  1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?
  2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and have your money last through your life expectancy?
  3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle through life expectancy?
  4. If you don't do anything differently than you're doing today, by how much will you have to reduce your standard of living at retirement so that you don't outlive your money?

The Vermont Agency can give you these answers in less than 10 minutes. When do you want to get started?

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