Vanguard Pers-fin Advisory Service

From: jdennis@po3.nsknet.or.jp (John D. Dennis)
Subject: Vanguard Pers-fin Advisory Service
Date: Tue, 12 May 1998 21:46:18 +0900 (JST)

Previous Article (by Subject): state bonds BOB FORD
Articles sorted by: [Date] [Author] [Subject]

Vanguard has recently introduced a personal financial advisory service. For
a one time fee of $500 they'll review your investment portfolio, your
retirement plan, etc. I realize this is new, but has anyone had any
experience with this service? I called them, and now a 20 page
questionnaire is apparently on its way to me. I'm thinking there may be
different ways to fill out this form, and that some answers may "place" me
in a category which may not be appropriate--does anybody have any
suggestions for what the "key" questions might be? Or, how to best avoid
being pigeon-holed by a few of your answers and having the rest ignored?
Also, regarding this or other such "services," what are the do's or don't's
or other pros or cons to keep in mind?

Thanks, jd



- -

Previous Article (by Subject): state bonds BOB FORD
Articles sorted by: [Date] [Author] [Subject]

Go to Jeff Salisbury LWGate Home Page.