Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

We provide assistance in the following areas:

Financial Services

Retirement Plans
Tax Planning Strategies
401(k) Plans
403(b) Plans
College Planning
Estate Plannning Strategies

Investments

Brokerage Accounts
Exchange Traded Funds
Bonds
Common Stock
Educational IRA
Traditional IRA
Roth IRA
SEP IRA
Simple IRA
Treasury Bills
Government Securities
Treasury Notes
Variable Annuity

Insurance

Disability Income Insurance
Life Insurance
Long-Term-Care Strategies
Medicare Enrollment and review
Employee Benefits
- Accident
- Dental supplement
- Vision
- Life

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@sfpvt.com | (802) 753-7385