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Question 2HOW DO I KNOW IF MY FINANCIAL ADVISOR WILL DO A GOOD JOB FOR ME?A proper retirement plan and investment portfolio are critical for your financial security and peace of mind. Referrals are great but not always reliable. Watch out for advisors who invest your money without understanding your goals.Ensure they%u2019re:%u2022 Experienced %u2013 We have over 25 years in the investment industry, managing millions through recessions and crises.%u2022 Knowledgeable %u2013 We stay current with the latest financial research to help you build wealth.%u2022 Responsive %u2013 We answer every call and email, ensuring you always know what we%u2019re doing for you and why.