Financial & Retirement Planning
Personalized Strategies
Strategic Planning to Secure Your Financial Future
Our financial and retirement planning services help you prepare for life’s milestones and unexpected challenges. We collaborate with you to create a personalized plan tailored to your unique goals — from ensuring a comfortable retirement to funding education, protecting your lifestyle, and leaving a lasting legacy.
No matter your stage of life, our fiduciary advisors are here to guide you toward a stable and fulfilling financial future.
Scenarios We Help You Navigate
- Retirement Planning – Create a retirement income strategy that supports your lifestyle and long-term goals.
- Estate Planning – Coordinate with your estate planning attorney to protect assets and provide for future generations.
- Education Planning – Prepare for tuition costs and other education expenses with tailored savings strategies.
- Lifestyle Planning – Align your financial plan with the life you want to live now and in the future.
- Long-Term Care Planning – Anticipate future healthcare needs and ensure resources are available.
- Expense Planning & Budgeting – Manage day-to-day and long-term expenses with confidence.
- Providing a Legacy – Establish charitable gifts or family inheritances that reflect your values.
- Minimizing Taxes – Implement strategies to reduce tax impact on your income and estate.
- Making Charitable Contributions – Support causes you care about while maximizing tax efficiency.
In-House Expertise
Work With a Dedicated Fiduciary Financial Planner
As a client of Trust Company of Vermont, you will have access to Financial Planning as an inclusive service at no additional fee. You are guaranteed to work with a specialized planner who will not only create your plan but listen to your needs, collaborate with you, and stress test your plan against thousands of other plans to ensure your results are not only achievable but also sustainable and reflective of you as an individual.
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Additional Services
Interested in learning about other services we offer? Take a look at the options below and click to read more about how we can help support your financial growth and success.
Get in Touch
Ready to take the next step with your financial future?
A company devoted solely to investment management and trust services, we are unique among fiduciary and investment advisors in our combination of independence, employee ownership, expertise, and our approach to maintaining long term relationships.