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 Vermont 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 that promise to benefit the financial industry more than the investor.
If you are looking for Vermont retirement planning plesae contact us at the info below to do a free consultation via phone or in person at our office in Burlington, Vermont.
By using index funds and charging low fees, we will improve Vermont retirement planning. We would love to have you on board!
(1) Source: Cerulli Associates via WSJ.com 2/25/15