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, and retired investors.
Traditional & Roth Individual Retirement Accounts (IRAs)
Consolidate 401k / 403b / 457 plans from previous employers, and make ongoing contributions to utilize the tax benefits of these accounts.
Individual & Joint Brokerage Accounts
For savings and investments that may not necessarily be for use in retirement.
Revocable & Irrevocable Trust Accounts
One Day In July manages investment assets for both revocable and irrevocable trusts through an ongoing relationship with the trustee(s).
Workplace 401k, 403b and 457 Retirement Accounts
We are able to make investment selections for you inside of your current workplace retirement plan.
Simplified Employee Pensions (SEP IRAs)
A tax deferred account for self-employed individuals and business owners.
Inherited Individual Retirement Accounts
For assets that are passed down from generation to generation.
Simple Individual Retirement Accounts (Simple IRAs)
A retirement savings plan that most small businesses with 100 or fewer employees have the option to use.
Business & Non Profit Brokerage Accounts
S Corporation and C Corporation, LLC, Sole Proprietorship, Partnership.
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