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.”
Our office is open but we encourage you to call ahead should you wish to drop in. Many of us still work at home. We will be closed in observance of the upcoming Holidays.
During July and August we have flexible hours on Fridays. Please leave a message at 802-651-6928.
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.
Our team is made up of a diverse group of professionals with different backgrounds and experiences. We are here to educate, be a resource, answer your questions and help in any way possible.
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.