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Financial & Retirement Planning

Personalized Strategies

We understand the significance of securing your financial future

We assist and collaborate with clients to craft personalized strategies tailored to your unique goals, ensuring a stable and fulfilling plan.

Trust Company of Vermont uses comprehensive and robust financial planning software that supports clients wanting to plan for several different scenarios including:

  • Retirement Planning
  • Estate Planning
  • Education Planning
  • Lifestyle Planning
  • Long-Term Care Planning
  • Expense Planning & Budgeting
  • Providing a Legacy
  • Minimizing Taxes
  • Making Charitable Contributions
We believe each account is unique and its investments should reflect that individuality.

In-House Expertise

Our Financial Planners

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.