The Financial Planning Center

Investment Services and Financial Planning

We offer a full service financial management and investment center. Through our individualized, step-by-step approach, we get to know each and every one of our clients. We will help you define where you are financially, where you would like to be, and most importantly, with our professional experience and guidance, we help give you the tools to get there.

Navigating the financial market is incredibly difficult. We make it our job to stay on top of the ever-changing environment and we use this knowledge to assist our clients in capitalizing on opportunities and diversifying away risks whenever possible. We work to create lasting relationships with all of our clients and we do this by consistently offering quality service, guidance and advice.

Our commitment is to treat you with the individual care and respect you deserve. You can expect the same level of customer service and professionalism you’ve grown to enjoy and expect at The Bank of Bennington. There is no cost for the initial consultation.

We do 401k and IRA Rollovers here. Please contact me for more information!

Life Insurance

Protect your future with the financial security life insurance offers. As your trusted advisor, we will guide you to what best fits your individual and family needs.

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Code of Ethics

You can be assured we work every day to maintain the highest ethical standards.

Learn more about the IARFC standards

Check the background of this investment professional at: 

All securities through Money Concepts Capital Corp. member FINRA / SPIC.

• Not Insured by the FDIC
• Not a Deposit or other obligation of, or Guaranteed by, The Depository Institution.
• Subject to Investment Risk, Including Possible Loss of the Principal Amount Invested