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John Bass

Financial Advisor | Burlington, Vermont

(802) 207-8980 • john.bass@onedayinjuly.com

Knowledge, efficiency, simplicity, patience, discipline. These are the core elements of any successful investment plan. By staying focused on these themes, and rejecting the noise, we can best achieve your goals.

About John Contact

(802) 207-8980
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john.bass@onedayinjuly.com

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Types of Accounts We Manage

Options for Self-Employed Retirement Plans

Saving Strategies

What to do When Receiving a Pension

Investment Tax Strategy: Tax Loss Harvesting

Vermont Investment Management

How to Invest an Inheritance

Investment Tax Strategy: Tax Lot Optimization

Vermont Retirement Planning

How to Make the Best 401k Selections

Investing for Retirement: 401k and More

Vermont Wealth Management

How to Rollover a 401k to an IRA

Investing in Bennington, VT

Vermont Financial Advisors

Investing in Albany, NY

Investing in Saratoga Springs, NY

New Hampshire Financial Advisors

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(802) 503-8280
welcome@onedayinjuly.com

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