In Vermont Retirement Planning, it is not true that "all investment advisors are the same." We would like to point out important differences between One Day In July LLC and other investment managers.
It is common that a new client looking for Vermont retirement planning will bring in statements and we will see, in their accounts, many high-fee mutual funds, annuities, and other instruments.
If you are looking for Vermont retirement planning please contact us to do a free consultation via phone or in person at our office in Burlington, Vermont or Shelburne, Vermont.
By using index funds and charging low fees, we will quickly and efficiently improve your retirement planning. We would love to have you on board!