Urgent Year-End Tax Planning Moves

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Stocks Break Record, But Smart Money Is Focused On Taxes

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Neither Red Nor Blue, Tax Planning Is All About The Green

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For High-Income Earners And Families, Failing To Plan Is A High-Stakes Gamble

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Test Your Knowledge Of Urgent Wealth Management Issues

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Who We Are

Peter has been helping people achieve their financial goals since founding the firm in 1996.
 

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What We Do

At Post Investment Management, we develop a close personal relationship with you.
 

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How We Work

We are a fee-only firm, so we have NO conflicts of interest in making investment decisions
 

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Are You:

  • Trying to make sense of your savings, investments and retirement accounts?
  • Thinking about your children's future?
  • Making plans to retire?
  • Already retired and thinking of your security and legacy?
  • A business owner with or wanting to start up an employee retirement program?
  • Financial Planning
  • Investment Management
  • College Education Funding
  • Estate and Charitable Giving Concerns
  • Employee Retirement Plans

Turn to us for help with

We hope you find the resources on this website useful.

Call us at 802-425-2076 for a detailed discussion of your needs and to arrange a complimentary meeting.

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Contact Info

Call Us:  802-425-2076
Email:  info@postinvestment.com

294 Clark Road
Charlotte, VT 05445

 

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