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Achieving Success by Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Contact

1233 Shelburne Rd Ste. E6
South Burlington, VT 05403
United States

Office

1233 Shelburne Rd Ste. E6
South Burlington, VT 05403

Contact Info

P | 802-846-1264
E | jhannon@stage2planning.com

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Stage 2 Planning Partners LLC is a registered investment adviser located in South Burlington, Vermont. Stage 2 Planning Partners LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stage 2 Planning Partners LLC's website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stage 2 Planning Partners LLCs website should not be construed by any consumer and/or prospective client as Stage 2 Planning Partners LLC's solicitation to affect or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by Stage 2 Planning Partners LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Stage 2 Planning Partners LLC, please contact the state securities regulators for those states in which Stage 2 Planning Partners LLC maintains a registration filing. A copy of Stage 2 Planning Partners LLCs current written disclosure statement discussing Stage 2 Planning Partners LLCs business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Stage 2 Planning Partners LLC upon written request. Stage 2 Planning Partners LLC. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Stage 2 Planning Partners LLCs web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Stage 2 Planning Partners LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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