Centered in Chittenden County and serving the entire state of Vermont and other clients nationwide

Corey Hevrin Financial Services Representative

Knowledgeable Tax Strategies

Get a comprehensive tax strategy in place

Pre-Tax Versus Post-Tax Planning Questions We Can Answer

Don't leave money on the table. Corey Hevrin, Financial Services Representative affiliated with The Vermont Agency will look over your finances and find the best ways to earn you credit when filing your taxes.

  • Do you think moving forward your income will increase or decrease?

  • Do you think taxes as a whole are going up or going down?

  • When you get to retirement will you have more or fewer deductions?

I've been in business for 14 years and am securities licensed in Florida, DC, Massachusetts, and Vermont and life licensed in Florida, DC, Massachusetts, and Vermont.

 

Call Today to Schedule an Appointment With Us

These answers matter in helping you understand which type of way to save.

Financial advisor CTA

It is not our position to offer tax advice. Please consult with your own accountant prior to making decisions concerning your own situation.