Jo Ann Thibault & Associates

Our Guiding Vision

At Jo Ann Thibault & Associates, we believe that financial planning should be accessible, understandable, and empowering. We are committed to helping you take control of your financial future by providing straightforward guidance and personalized solutions tailored to your unique needs and goals.

Who We Are

Jo Ann Thibault & Associates is a team of experienced and passionate financial professionals dedicated to empowering individuals and families in the Vermont community and beyond. We are:

• Jo Ann Thibault, a Certified Financial Planner (CFP), Financial Services Specialist (FSS), Registered Investment Counselor Professional (RICP), and Chartered Retirement Planning Professional (CRPC).
• Mallory Surprenant, our dedicated Director of Operations, ensures the smooth running of our office and client communication.

Our Services

We offer a comprehensive range of financial planning services, including:

Financial Planning & Investment Strategies

• Comprehensive financial plans tailored to your goals
• Retirement planning and investment strategies
• Estate planning and wealth preservation guidance
• Tax optimization strategies
• Insurance reviews and recommendations

Life Events & Goal Planning

• Mortgage planning and debt management
• College funding strategies
• Business succession planning
• Retirement planning for government employees

Financial Education & Resources

• Regularly updated blog posts, newsletters, and calculators
• Educational workshops and events
• Access to a comprehensive tax library

Our Commitment

We are committed to:

• Building lasting relationships with our clients
• Providing personalized and attentive service
• Using clear and concise language to explain financial concepts
• Empowering you to make informed financial decisions
• Regularly reviewing and updating your plan to ensure it remains relevant and effective

Our Approach

We believe in a collaborative approach to financial planning, working alongside you to:

• Understand your financial goals and concerns
• Assess your current financial situation
• Develop and implement a customized plan
• Track your progress and refine your plan over time

Let's Partner for Success

Schedule a complimentary consultation with us today and take the first step towards financial clarity and security. Your financial future is in good hands.