Monday, August 20, 2007

How to get free financial planning advice - part 3

This is the third in an occasional series on getting free financial planning advice (part 1, part 2). This time I'll go over Vanguard's free benefits (I'm using a list of mutual fund companies from Morningstar as my starting point). All information is from the company Web site.

Program Name: Vanguard Financial Planning Services - Voyager Select Services, Flagship Services

Assets Needed: $500,000 for Voyager Select Services, $1,000,000 for Flagship Services

Type of advisor: Certified Financial Planner

Frequency of advisements: Initial financial plan and annual checkups, unlimited consultations for Flagship Services

Fee benefits: reduced commissions on online trades