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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

Memorial Day is Monday, May 25, 2026

Although Memorial Day is widely considered the unofficial start of summer it's purpose is to honor U.S. service members who died in military service.  While gathering with family and friends or however you choose to celebrate, take a moment to pause in remembrance. Visit  military cemeteries to place flags or flowers on graves, wear red poppies, and share stories to honor fallen service members.  Most of all enjoy the holiday. 

Client Centered will be closed on Friday, May 22 and Monday, May 25 for the long weekend.  

Welcome Sabrina! our new Client Centered Financial Scheduler&#160;<br/>

Welcome Sabrina! our new Client Centered Financial Scheduler 

We are excited to welcome Sabrina Shedd to the CCF team. She officially started in November. She's in our South Burlington office Monday through Friday from 9:00 to 3:00 p.m. If you would like to schedule an appointment with Dan Streeter or Kyle Jablonski please call her at 802-651-6928 or email sabrina@ccf-vt.com 

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?  

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Prepare - Live Now - Live Well