InTrack Investment Management clients and their families know that we are always there to help them navigate change and stay on course to achieving their long-term goals. We do this by integrating our deep understanding of their individual circumstances and values with our expertise in finance, global economics, entrepreneurial ventures, impact investing, and socially responsible investing. While our ultimate goal is to help them build and sustain wealth, our greatest pleasure is being an ever-present, trusted resource.
You’d like to maintain your lifestyle while being able to explore the world, and still leave a legacy for family.
Things are moving a mile a minute for you and you want to make sure you are getting off on the right foot.
Maybe you sold a business or are facing a life change. You don’t want to make important decisions on your own.
Even though our offices are in Vermont, our clients are wide-ranging. From Burlington to New York and Virginia, they have a lot in common. Many are approaching retirement, a lot are thinking about saving for college, and some are facing new circumstances and opportunities that require planning and guidance.
What they have in common is a desire to make the pieces come together by relying on our expertise and oversight. Does this sound like you?
Chances are, you’re one of three types of clients that we work with; approaching retirement, starting to build wealth, or facing changing circumstances. As fee only financial advisors, we do not derive income from selling products. As such, we are positioned to offer you the unbiased advice you need at this stage of your life.
Before we can build a plan to help you meet your financial goals, we'll need to know a bit more about you.
In this short exercise, answer questions about yourself and your future objectives. Then, we can work together to discuss where you stand with your goals and the best strategy to help you achieve them.