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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
Monday, January 16 - Honoring the Legacy of Dr. Martin Luther King, Jr.&#160;<br/>

Monday, January 16 - Honoring the Legacy of Dr. Martin Luther King, Jr. 

As we look around today, we see manifestations of that legacy in the form of stronger, more diverse communities, in the continued fight for equality, and in the opportunities and relationships that connect those who were once kept separate. While we have come far, there is much more to be done.

Martin Luther King, Jr. Day honors Dr. King’s life, his dream, and the values he urged our nation to uphold: racial and social justice, peace, and community. May Dr. King’s enduring dream continue to uplift and transform our lived experience to bring unity and healing to our great nation.     


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&#160;

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
<strong>Our Story</strong>

Our Story

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. 


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