Personal Investments • Vanguard IRA [Are these the correct type of accounts?]

I am also just starting to explore the PAS and am waiting on a workup from the CFP to see what they offer, we did discuss regardless if I go with PAS or DIY I want to move my money to Vanguard so I have started that process.

The accounts I opened with the help of a Vanguard Rep are as follows:

I have a question for you related to PAS, as I want to recommend it to family or friends but unsure how it all gets started, they do in fact have a free consultation/planning meeting and assist with transferring before committing to the service? How did that work? Thank you!

Statistics: Posted by Jaeosh — Fri Jan 02, 2026 8:16 am — Replies 4 — Views 177

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