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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
Vermont Celebrates Juneteenth

Vermont Celebrates Juneteenth

Juneteenth, short for the date June Nineteenth, commemorates the day the effects of the Emancipation Proclamation reached Galveston, Texas, freeing the remaining hundreds of thousands of enslaved people. You can find a wide array of cultural, historical, and musical celebrations across Vermont from June 13 to June 20. Major community gatherings are scheduled in Burlington, South Burlington, Winooski, and Montpelier.  

In observation, Client Centered will be closed on Friday, June 19. Please note the U.S. stock market (NYSE and Nasdaq) is closed and will reopen on Monday, June 22.   

Tuning Your Social Security Benefit

When should you take your Social Security benefit?
Learn More

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn More

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More

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