Client Centered Financial

Post Investment Management, based in Charlotte, VT, was founded in 1996 by Peter, who has been dedicated to helping individuals achieve their financial goals. The firm prides itself on developing close personal relationships with clients and offering fee-only services to ensure unbiased investment decisions. Specializing in financial planning, investment management, and retirement accounts, Post Investment Management assists clients with a range of needs, from college education funding to estate and charitable giving concerns. With a focus on transparency and personalized service, the firm aims to provide tailored solutions to help clients secure their financial future.Generated from the website

Strategic Wealth Coach is trained in all areas of financial life to minimize the negative issues and maximize the positive opportunities to help you build and maintain wealth, and be able to do what you desire in retirement. Let us help you maximize your investments given your risk tolerance, protect your assets by managing your risk, and assisting with your estate planning. We can help you minimize the impact of taxation on your wealth. Call us today for more information.