(802) 341-0188 • firstname.lastname@example.org
I believe there is tremendous value in index funds. Your money should work for you, not Wall Street. When you combine a well-diversified portfolio of index funds and low fees, investors win.
email@example.com • (802) 341-0188
Delaying Social Security | Washington Post Article
"For some retirees, however, delaying social security may not make financial sense. Nancy Westbrook, a Vermont financial adviser with One Day In July, said clients often focus on maximizing their monthly social security check and forget to consider how to maximize their lifetime returns."
Accounts We Manage
One Day In July serves a wide variety of clients across the United States. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.
Fiduciary Financial Advisors
At One Day In July we believe it is important for you to work with an advisor who has a legal and ethical responsibility to put your needs first, as a fiduciary does.
Low Investment Fees
It is almost impossible to overstate the importance of low fees in investing. A difference of 1% in fees over an investment lifetime can add several years of work to retirement.
Saratoga Springs, NY Financial Advisor
73 Henry Street
Saratoga Springs, NY 12866
Shelburne, VT Financial Advisor
145 Pine Haven Shores Road, Suite 2212
Shelburne, VT 05482
Wayne, PA Financial Advisor
851 Duportail Rd 2nd Floor
Chesterbrook, PA 19087
Burlington, VT Financial Advisor
77 College Street #3A
Burlington, VT 05401
Rochester, VT Financial Advisor
Available for meetings in Rochester, VT and surrounding areas.
Bennington, VT Financial Advisor
Available for meetings in Bennington, VT and surrounding areas.
Hanover, NH Financial Advisor
26 South Main Street #4
Hanover, NH 03755
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