Ascutney Financial Group

Services Offered

• Retirement planning
• Investment management
• Tax minimization strategies
• Risk assessment
• Asset protection

About

Ascutney Financial Group is a holistic planning firm located in West Windsor, Vermont. The firm specializes in providing financial planning services to clients aged 55 and older, focusing on retirement planning and investment management. Their services include tax minimization strategies, risk assessment for investment portfolios, and asset protection against unforeseen health issues. As a family-owned firm, they prioritize understanding each client's unique situation to create tailored financial strategies.

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