Stage 2 Planning Partners
You’re looking for a way to make your financial life better. You might be close to or have been through a major life change like retirement, selling your business, divorce or losing a loved one. You think you’re in pretty good shape, but you have questions. You wish you had someone to help you think through your plans and ideas. If that sounds like you, you’re in the right place. Take a look around and if you like what you see, hear and read, then take the next step and set up a time to talk with us. You'll be glad you did.
Our Purpose: Helping to make our clients live's better. Each of our Stage 2 Planning staff has a unique expertise and style. We encourage you to take time to look at each of us and discover who has experience in an area you're interested in. After reviewing who we are and what we do, we invite you to have a conversation with one of us.
Address: 1233 Shelburne Road, Suite E-6, South Burlington, VT 05403, USA
Phone: +1 802 846 1264
FAX: +1 802 846 1269
