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South Burlington, VT

Financial and Retirement Planning for Individuals

Today retirement isn’t what you thought it would be.

The days of the gold watch are long gone.

If you’re getting close to retiring, you know the world has changed. When your parents retired there was a good chance they worked their entire career for the same company. Today, that expectation has gone out the window. Unlike your parents, there’s a good chance you’ve had several employers during your working career.

Why don't you take five minutes and watch our video on why you need a financial plan to learn about the planning process.


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Am I on the right road?

If you’re asking this question, you’re not alone. Almost everyone we see has the same question. Some of those questions are:

  • Have I saved enough for retirement? 
  • What happens if I get really sick and can’t work? 
  • What sort of health insurance plan do I need? 
  • Am I investing in the best way possible? 
  • Will I be able to retire or have to work forever? 

Are you managing your most important asset?

You might think your most important asset is your house. If you thought this you would probably be wrong. Your most important asset is your earning power. Are you managing this in the best way possible?

Employers are not as loyal as they once were. You need to think about how you can save enough for retirement. This means you need to know how to make the most money you can while working and still enjoy your job. This is an issue we strongly encourage you to consider.

We know that if you’re making enough money you’ll have enough left over to save for retirement. If you’re not, then you just will never get around to it.

Some reports you might be interested in.

Here are some reports and workbooks that might help you answer
some of the questions you have.