nun
Thinks s/he gets paid by the post
- Joined
- Feb 17, 2006
- Messages
- 4,872
Vanguard is in the business of offering financial advice, they have CFP's on staff that do just that. If you have enough in your account they'll even have free consultations with you, and are not commissioned based. Whether a Vanguard CFP would help answer the questions, I have no experience but believe they would.
I think a Vanguard CFP would do what every planner does; give you AA advice, tell you to tax defer and point you towards low cost mutual funds. They would not get into tax planning like 72t. For that you need a specialist.