In Portsmouth, New Hampshire Retirement Planning, not all financial advisors are the same. We would like to point out some of our strengths.
At One Day In July, we take our fiduciary role seriously. It is the cornerstone of our Portsmouth, NH Retirement Planning approach.
It is common that a new client looking for New Hampshire retirement planning will bring in statements and we will see high-fee mutual funds and annuities in their accounts. Our goal as Financial Advisors is to evaluate these investments and work towards lowering your investment fees as well as constructing a suitable, risk-controlled plan going forward. Through our combination of low-cost index funds and low advisory fees, we are often able to lower investment fees dramatically for new clients.
If you are looking for Portsmouth, New Hampshire retirement planning please contact us to do a consultation via phone, video conference or in person. Paul Barry, One Day In July’s Portsmouth, New Hampshire Financial Advisor, can be reached directly at (603) 531-3773 or by email at email@example.com.
Shelburne, VT 05482
Burlington, VT 05401
Portsmouth, NH 03801