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