Financial Advisors in Milton, Vermont (Chittenden County)

Bret Hodgdon

Peter Post, CFP
Post Investment Management has been helping people achieve their financial goals and dreams since 1996. Comprehensive Financial Planning brings together all aspects of your financial life and creates a roadmap for the future. Retirement Planning, College Funding, Tax and Estate Planning, Personal Goal Prioritization and development of an Investment Allocation and Implementation Plan, among others, are all important parts of the planning process. We can help you identify the entire course of action or with specifics parts, as needed. Once an action plan is determined, we can implement, monitor, and manage your ongoing Investment Plan for you, while keeping your Financial Plan up to date. A plan is continually evolving, as the circumstances in your life change with all of the events of life: job changes, relationships, births, deaths, retirement, etc. Please visit our website at www.postinvestment.com for more information.... See More

Gary Link, CFP, RICP
Red Lighthouse Investment Management (Red Lighthouse) is an independent, fee-only, SEC-registered investment advisory firm based in New York City. Our mission is to help our clients build and preserve wealth. We provide you with a broadly diversified portfolio customized to your needs. We focus on asset allocation, providing structured portfolio management. Within each asset class, we primarily use index funds and other “passive” products. Red Lighthouse constructs portfolios to match your unique risk tolerance, financial objectives, and individual requirements. Our use of low-fee, tax-efficient funds better enables you to meet your financial goals. Once your investment policy is established, we are disciplined about rebalancing, to avoid the trap of buying high and selling low.
We take a comprehensive, long-term view of your financial goals and resources, taking into account retirement needs, your unique tax situation, your estate plans and insurance requirements. We coordinate with your expert advisors: estate attorneys, tax advisors, and insurance specialists to ensure all aspects of your wealth plan are implemented and maintained.... See More

Jamie Milne, BS, CDFA, CFP, MBA
Milne Financial Planning has been helping people like you since 1996. Over the years, we find that though clients have a number of reasons they call looking for trusted planner, the majority of questions revolve around retirement and managing their money wisely. Many clients are looking for someone to relieve them of the stress and assure them their portfolio is appropriate given their future plans and the constant unknown of the markets and our economy.
To learn more visit us at www.milnefeeonly.com
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