Vermont Retirement Planning

In Vermont Retirement Planning, it is not true that "all financial advisors are the same." We would like to point out important differences between One Day In July LLC and other investment management firms.

• We use primarily low cost index funds. Exceptions to this are at client request. (For example, an exception might be an emotional attachment to a long-held stock.)
• Our own fees, which you can see here, are simple and clear on our website.
• We believe in low fees, both from funds and from financial advisors.
• We are not paid commissions by the funds in which we invest clients. Unfortunately this is a common practice in the Vermont retirement planning industry, and it is one of which you need to be aware.

It is common that a new client looking for Vermont retirement planning will bring in statements and we will see many high-fee mutual funds, annuities, and other instruments in their accounts.

If you are looking for Vermont retirement planning please contact us to do a free consultation via phone or in person at one of our Vermont locations in Burlington, Bennington, Middlebury, Montpelier, Morrisville, Rutland, or Vergennes. We are also available for meetings throughout the state. We service clients across the U.S. from our offices in Vermont, New Hampshire, Massachusetts, and Florida.

By using index funds and charging low fees, we will strive to improve your retirement planning quickly and efficiently. We would love to have you on board!