Record-keeping fees are difficult to understand. Unfortunately, they’re often much too high. At One Day In July we will decipher this maze for you and recommend a low-cost record-keeper that meets the needs of your business.
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By analyzing your current plan, we can help bring to light your current fee structure. Our goal is to help you minimize costs across the board, including record-keeping fees.
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
Burlington, VT 05401
5 Essex Square, Suite 3A
Essex, CT 06426
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding area.
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