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The Vermont Wealth & Retirement
Wealth Management System


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helps you manage virtually every aspect
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Feeling Unsure?
Is your financial advisor right for your unique goals and needs?

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Is your financial advisor a Certified Financial Planner™?

Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education...

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Want to Work Less?
The right plan guides you confidently toward retirement on your terms.

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Retirement is a journey in itself. Where, how and when do you want to start?

We use 21 years’ experience and a portfolio of powerful wealth management processes and financial services to help you achieve retirement confidence... and help increase your peace-of-mind throughout all ...

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What’s
New
  • “Retirement Planning Today” Now Being Conducted at Vermont Technical College: Announcing Our Latest Educational Two-day Course for Adults - Ages 50 to 70.  Email or call (802) 318-4589 for details and registration.

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