Our Services

Bringing Your Goals into Focus

Vermont Pure Financial, Inc. is a financial planning and Vermont-Registered Investment Advisory firm located in Shelburne, Vermont. We specialize in providing fee-only financial planning services and investment advice to individuals and families. We work solely for our clients as a fee-only advisor.

We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed or ongoing basis. You will always receive personal attention.

Your financial objectives may include:

  • Ensure retirement income
  • Reduce the burden of taxes
  • Plan for specific financial goals
  • Minimize the effects of inflation
  • Create and preserve personal wealth
  • Maximize wealth transfer
  • Establish charitable legacies
  • Reduce the risk of financially devastating events
  • Foster peace of mind through proper planning today

To help you reach these important goals, our services include:

  • Personal financial planning
  • Retirement planning
  • Integration of Estate Planning with overall Financial Planning
  • Integration of Income Tax Planning with overall Financial Planning
  • College funding advice
  • Cash flow spending plan
  • Long-term care planning
  • Insurance needs analysis
  • Retirement distribution advice
  • Investment planning and periodic review
  • Second opinion on investments or current financial plan and relationships
  • Financial seminars for religious and civic groups

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