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    Retirement Accounts

    I have accounts at Vanguard from a previous job. How do you handle that?

    Yes, this is common. We routinely incorporate outside accounts at Vanguard, Fidelity, Schwab, and other custodians into a client's overall plan. Depending on your situation, we'll either coordinate with them where they are or help you consolidate — with full visibility into the trade-offs either way.

    Have a follow-up? and we'll walk through it with you.

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