Taxes

• Capital Gains Taxes
  The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could Read More Subscribe to Estate Planning

Investment

• Investment Management
  Dempsey Investment Management LLC is a Fee-Only® investment advisory firm registered with the SEC. Services represented in this web site are for prospective clients living with the United States of America only and is not intented to be used as a solicitation for business for residents of any other country.
• Mutual Funds
  Donald Dempsey, Jr. earned his Bachelor of Science at the University of Vermont and has earned degrees as a Certified Financial Planner® and Chartered Mutual Fund Counselor with the College of Financial Planning in Denver, CO. Donald Dempsey is recognized as a Certified Financial Planner
• Bonds

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Dempsey Investment Management is a Fee-Only® financial planning firm in the Burlington, VT area helping clients build and manage investment portfolios, offering portfolio reviews and providing personalized financial planning. As a Fee-Only® provider, you can be sure all recommendations are made without conflict of interest and are based on your personal needs and goals.
• Annuities
• Long Term Care
• College Funding
  A financial plan will generally cover retirement, estate and college planning, investments, insurance needs, and cash flow.