Talk of The Villages Florida - View Single Post - Need CFP
Thread: Need CFP
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Old 12-26-2020, 10:50 AM
KJ1325 KJ1325 is offline
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Originally Posted by retiredguy123 View Post
If you have sufficient assets with Vanguard, you can schedule a phone conference with a CFP and it is free. I have done it several times.
Interesting. I did not know that. I manage some of it myself and have them manage some of it. Surprisingly I beat them by just 1/10th of a point. I'll reach out to them.