One Day In July serves a wide variety of clients across the United States. Our clients range from high net worth individuals to middle-income families; from foundations, nonprofits, and small and large business owners to young investors, retiring investors, 529 Plan savers, and 401k or 403b retirement plan seekers.
With the exception of 529s and certain workplace retirement plan accounts, investment accounts are held at Charles Schwab, and clients are able to view their accounts online through the Charles Schwab portal. We will work with Schwab to ensure your account transfers from other financial firms are as seamless as possible. Assets can often be transferred over into your Schwab account in kind.
Consolidate 401k / 403b / 457 plans from previous employers, and make ongoing contributions to utilize the tax benefits of these accounts.
For savings and investments that may not necessarily be for use in retirement.
One Day In July manages investment assets for both revocable and irrevocable trusts through an ongoing relationship with the trustee(s).
We are able to make investment selections for you inside of your current workplace retirement plan.
A tax deferred account for self-employed individuals and business owners.
For assets that are passed down from generation to generation.
A retirement savings plan that most small businesses with 100 or fewer employees have the option to use.
A tax deferred account designed to allow individuals / families to save and invest for higher education.
S Corporation and C Corporation, LLC, Sole Proprietorship, Partnership.
If you are a business owner, we can also help establish and advise a 401k plan for your employees.
Available for meetings in Rochester, VT and surrounding areas.
Available for meetings in Bennington, VT and surrounding areas.