Ascutney Financial Group

We believe everyone has a story. With 20 years of providing clients with information and time-tested financial solutions, we’re here to help you.
our mission

We specialize in helping individuals develop their personalized retirement strategies. If you are approaching retirement or already retired, we can help. We create personalized strategies to meet your needs and overcome the obstacles you’re challenged with in retirement.

At Ascutney Financial Group, we strive to educate our clients about all the financial concepts and products available to them. We try to take the mystery out of insurance products, estate conservation, and preserving wealth.

We know there are many challenges facing the retirees and one of the biggest concerns for some is outliving their money. Longevity risk can derail anyone’s retirement strategy, so we focus on money management, as well as filling your income gap in retirement.

client solutions
How can Ascutney Financial Group help with your financial strategy?
Every client has unique financial needs. Even if you don’t see a service you’re looking for on our site, give us a call and ask us anything you’d like.

Now, more than ever before, creating a strategy for your income in retirement is crucial for a successful future. Things are always changing, with emerging technology, changes to the economy, and even how you choose to spend your money.

We’ve found that the majority of pre-retirees that visit us don’t have a pension, and one of their main concerns is outliving their money in retirement. There are a lot of companies out there, and not all are created equal. Here at Ascutney Financial Group, we carefully look at all the options to find the right solutions for you.

We believe that a secure retirement isn’t impossible to achieve. We take the time to talk you through the entire process. We will work with you to build the right strategy to create income throughout your retirement years.

You deserve a retirement that lets you live the lifestyle you’ve always imagined, and we’re here to help you achieve that goal.

We know that protecting the wealth you have accumulated during your retirement years is one of the most important goals you have. This is not an easy task as there are many areas to protect against. We will work to create a personalized strategy that takes market losses, liability losses and long term-care expenses into consideration.

At Ascutney Financial Group, we’re here to help you create an enduring legacy for the ones you love. We believe that a sound estate plan should ensure that your assets are passed on to your intended beneficiaries, while paying the least amount of taxes possible and avoiding probate.

With the costs of tuition rising, planning effectively for paying college tuition has never been more important. While working with us, we can put together a strategy that will help bring you financial assurance when your family is ready to take on that next life adventure.

Understanding the Social Security system can be a daunting challenge. With so many different options, on when and how to file, it’s hard to know which is the best filing strategy. We will help guide you to your optimal filing strategy, based on your specific situation.

about the team

Guy Alderdice Jr, Founder

Guy has been helping clients achieve their financial goals for nearly 20 years. Having grown up in Vermont, he now raises a family there. He believes everyone has a story, and his process involves first getting to know each client’s unique situation. Guy’s promise is that he will always put your best interests first.

With his extensive experience, he provides his clients with information and financial solutions with long-term, time-tested track records. Whether it’s helping you plan to pay for your child’s college education, making sure you are on track for a comfortable retirement, or protecting your assets, Ascutney Financial Group is here to help.

Krista Alderdice, Operations Specialist

Krista takes care of all the day to day business operations for Ascutney Financial Group. She handles client relations and seminar planning for the Social  Security Workshops. Krista is often the first person you will see when you attend a seminar and the first person you will speak to when you call the office. 

She is happily married to her high-school sweetheart, Guy and lives in West Windsor, VT with their two sons. She enjoys the outdoors, running, spending time with family and her furry friends on the farm.

retirement resources

Get Access to Ascutney Financial Group's Complimentary Retirement Resources

Mapping Your Retirement

You save for decades for the day you’ll leave the workforce behind. But there’s one thing that will follow you into retirement, and it’s something many Americans aren’t prepared for- taxes. Without proper planning, taxes can be one of the largest expenses of your golden years. Take the steps now to minimize your offering to the IRS.

Are You Facing an Income Gap In Retirement?

Not all retirement expenses are created equally. As you prepare for retirement, it’s important to understand there are generally 2 kinds of retirement expenses. This worksheet helps identify your retirement income needs in 4 easy steps.

Your Financial Independence Worksheet

This worksheet can help show you what you should consider when planning for your future. It is an exercise that can provide you with a starting point to help develop a comprehensive strategy towards gaining your financial independence.

upcoming events

Taxes in Retirement Webinar

If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information. That is why we’ve developed a special webinar that has already helped many people nationwide navigate the retirement tax maze.

Sorry, there are no upcoming events at this time.

Tuesday, February 9, 2021

Webinar: Taxes in Retirement Webinar 10:00 am | Virtual

Tuesday, February 23, 2021

Webinar: Taxes in Retirement Webinar 10:00 am | Virtual

What does your retirement mean to you? Start your journey with Ascutney Financial Group today.

Contact Us

Phone & Email
802.230.6159

guy@ascutneyfinancialgroup.com

krista@ascutneyfinancialgroup.com

Address

125 Coon Club Rd 
West Windsor, Vermont 05089

Fill out the form to download Mapping Your Retirement to Minimize Your Taxes.

Map Retirement Download

Fill out the form to download Fill out the form to download Are You Facing an Income Gap In Retirement?

Income Gap Download

Fill out the form to download Your Financial Independence Worksheet.

Financial Independence Download

Reserve your spot for our Taxes in Retirement Webinar.

Workshop Registration