Post Investment Management

Post Investment Management has been helping people achieve their financial goals and dreams since 1996. Comprehensive Financial Planning brings together all aspects of your financial life and creates a roadmap for the future. Retirement Planning, College Funding, Tax and Estate Planning, Personal Goal Prioritization and development of an Investment Allocation and Implementation Plan, among others, are all important parts of the planning process. We can help you identify the entire course of action or with specifics parts, as needed. Once an action plan is determined, we can implement, monitor, and manage your ongoing Investment Plan for you, while keeping your Financial Plan up to date. A plan is continually evolving, as the circumstances in your life change with all of the events of life: job changes, relationships, births, deaths, retirement, etc.

 

Please visit our website at www.postinvestment.com for more information.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

294 Clark Rd Charlotte, VT 05445-9119 Phone: (802) 425-2076 Fax: (802) 329-2060

Primary Office

294 Clark Rd Charlotte, VT 05445-9119 Phone: (802) 425-2076 Fax: (802) 329-2060