No. of Recommendations: 1
What can you tell me about Vanguard re: retirement planning?

Anyone use their services? Anyone have any advice?

If you have enough assets to either bring $100k in new money to them, or have $250k in total deposited, they will do a free plan for you, which seems to be a pretty good plan. I'm not sure I would pay for it, though. If you have fewer assets than the minimum for a free plan, there is probably enough info here at TMF that you don't need to pay for one.

If you have more than $250k, you will get a free check-up on an annual basis, which is nice.

Of course, they recommend pretty much only Vanguard funds, but the allocation can be implemented using other funds if you want. They will take into account if you tell them that you have particular holdings that you want to keep, and work them into the plan.

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