Decoding the fee stack of your 401(k) or 403(b) plan is difficult. There are advisory fees, fund fees, record-keeping fees, and sometimes TPA fees.
If you contact us we will do a complimentary analysis for you. We hope to send you a proposal that includes significant savings.
In our analysis we will do significant work, diving into your plan details and showing you what is happening. This is not going to be a templated product sale. A specialist One Day In July team with deep experience in benefits will decipher this for you.
Please contact Katie Bensel at (203) 645-4122 or firstname.lastname@example.org.
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding area.
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