Client Centered Financial

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Client Centered Financial We help business owners and families get and stay in control of their finances. Client Centered Financial is independent of ESI. TC120935(1022)P

*Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representative of Equity Services, Inc. (ESI), Member FINRA (www.FINRA.org) and SIPC (www.SIPC.org), 354 Mountain View Drive, Suite 200, Colchester, VT 05446, telephone (802) 864-6819. ESI is a Broker/Dealer and Registered Investment Adviser Affiliate of National Life Insurance Company, Montpelier, Vermont. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. Tax advice and accounting services are offered independently of ESI.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
10/30/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
10/23/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

10/21/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
10/19/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

What does it actually cost to raise a child? You might be surprised.
10/16/2026

What does it actually cost to raise a child? You might be surprised.

The true cost of raising a child may be far more than you expect.

Tax time can be a good time to give your household budget a checkup.
10/14/2026

Tax time can be a good time to give your household budget a checkup.

Tax preparation may be the perfect time to give the household budget a check-up.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/12/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Being healthy may help your personal finances.
10/09/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
10/07/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Address

100 Dorset Street, Suite 14
South Burlington, VT
05403

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4:30pm

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