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 and support you as you start your journey to “Prepare - Live Now - Live Well.”
Paul joined our team as a Paraplanner in September. He will earn an AACSB-accredited Bachelor of Science in Finance and complete board-registered courses toward a Certificate in Financial Planning from Pennsylvania State University in 2022.
Fall has arrived, and 2021 is quickly coming to an end. We are currently hosting both in-person and zoom meetings. Please call 802-651-6928 to schedule a meeting or drop by the office. In observance of the Thanksgiving holiday we are closed Thursday, November 25 and Friday, November 26.
We work with you to come up with a plan according to your needs and circumstances.
From asset allocation to portfolio strategy and implementation
Choose and manage the right kind of Retirement plan for your particular business
Protect your family and future with the right coverage, term, permanent, long-term care.
Client Centered Financial has a long history in Vermont. Although the company has gone through many changes, our commitment to service remains the same. You can call and speak with a real person or email and get a prompt response. We pride ourselves on being available for you.