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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 and support you as you start your journey to “Prepare - Live Now - Live Well.”

Our Story
We are closed for the Total Solar Eclipse on Monday, April 8  

We are closed for the Total Solar Eclipse on Monday, April 8  

 A total solar eclipse will cross over North America on On April 8, 2024. As we are located in South Burlington, we are lucky enough to be in the direct path. In celebration of this stellar experience our office will be closed. The partial eclipse begins at 2:14 pm and the total eclipse begins at 3:26 pm, lasting a glorious three minutes. Partial eclipse ends at 4:37 pm. 

A solar eclipse occurs when the Moon passes between the Earth and the Sun, blocking some or all of the Sun's light from reaching the Earth's surface. The next Total Solar Eclipse will be on August 23rd, 2044 so we're going to embrace this moment!  

It may be Time for a Life Insurance Check-Up if:

It may be Time for a Life Insurance Check-Up if:

You have a spouse or partner

You have children

You have an aging parent or disabled relative who depends on you for support

Your household depends heavily on your income

Your retirement savings or pension won’t be enough for your spouse or partner to live on should you pass away

You own a business, either solely or with partners

 If you answered yes, it's time! 


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?  

Book an appointment with Client Centered Financial

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Prepare - Live Now - Live Well