Broker Check

At Client Centered Financial we are passionate about our motto to “Prepare - Live Now - Live Well.” It is our ultimate intention for every client. We provide personalized financial services to individuals, families, and businesses, recognizing that every situation is unique. Through our on-going process, we listen, and help you find clarity on where you want to be, and educate and guide you about ways to get there. From Financial Planning to Retirement Income Planning our team is here to help you start your journey to “Prepare - Live Now - Live Well.” 

Our Story
Client Centered Financial is closed for Labor Day Weekend September 4-7

Client Centered Financial is closed for Labor Day Weekend September 4-7

Monday, September 7 is Labor Day and it's approaching quickly. It was created by the labor movement in the late 19th century and became a federal holiday in 1894. It pays tribute to the contributions and achievements of American workers 

For many of us Labor Day symbolizes the end of summer, the beginning of the school year and is the two-thirds mark of the calendar year. It's the unofficial start of autumn and a great opportunity to realign one’s financial goals well before the year’s end. Is it time to review you progress? Call us at 802-651-6928 or make an appointment online. 

EXPLORE OUR SERVICES








Financial Life Planning

Financial Life Planning

We work with you to come up with a plan according to your needs and circumstances. 

Plan
Investment Management

Investment Management

From asset allocation to portfolio strategy and implementation

Invest
Retirement Plan<br/>Solutions

Retirement Plan
Solutions

Choose and manage the right kind of Retirement plan for your particular business

Options
Life Insurance Protection

Life Insurance Protection

Protect your family and future with the right coverage, term, permanent, long-term care.

Discover
Do you have loved ones dependent on you? What if you weren't there?&#160;&#160;

Do you have loved ones dependent on you? What if you weren't there?  

Prepare - Live Now - Live Well