Do You Pass the Trust Muster? Says Who? Announcing Background Checks for Health Advocates

We were all there at one time; that point in early adulthood when we realized we needed someone to guide us as we saved money for our futures and retirement. We didn’t understand much (if anything at all) about investing, or 401Ks or IRAs or REITs or annuities. We were confused. We thought we would miss something important. We needed an expert – an investment advisor! Someone who truly understood all this investing and saving stuff, terminology, possibilities, to help make it happen…. Someone who could hold our hands over time as needed…. Someone we could trust with our money. …

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