Post Investment Management / Financial Advisor in Charlotte, Vermont

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 for more information.


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