Vermont Retirement Planning

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.

  • 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 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, 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!