Comprehensive Financial Planning

​Income Planning

We are dedicated to your success. We stay focused on your goals.



What questions can we help you answer?

  • How much do I have to save before I retire?
  • How much income can I receive from my portfolio at retirement?
  • How could my plan maximize Obamacare subsidies and VT property tax rebates? 
  • What is the best way to pay for my children’s college education?
  • Should I be paying taxes now or deferring them until a later time?
  • Should I invest extra funds or pay down debts with them? 
  • How long will my money likely last me under various circumstances?
  • What taxes will affect me when I receive income from my investments and which tax advantages should I be utilizing?​
  • When should I begin to draw Social Security payments in my situation and what about my pension payout options?
  • What is the best way to use my workplace benefits such as a 401(k) plan?
  • How do I take control of a retirement plan that I’ve left behind at an old job or consolidate my different accounts? 
  • How do I best pass our family farm or business down to the next generation?
  • Am I reviewing my plan regularly to monitor progress and account for any life changes?

​for a specific issue

(802) 388-1357