That was the question I asked my wife in 2001, and then again in late 2007 and 2008.  Recently retired, we were dependent on the advice of our financial professional to keep our finances on the right track.  Unfortunately, we had put our faith in the wrong people.

So, with that, my wife and I set out on a mission.  We wanted to find the BEST financial professional that we could.  We wanted to grill the person and put them through the ringer.  Then, if they stood up to all of our tests, we would share our experiences with others through this website.  My wife and I have been blessed to be in a position where we can afford to lose half of our retirement funds - twice - and still live comfortably.  We realize, however, that most are not as fortunate.  So, we are making every effort to do the legwork for you so that you don't have to stuggle through the same mistakes we made.

We would encourage you to use this website as a resource.  We will detail our selection for the best financial professional here, and we will keep an ongoing blog of our dealings with that person.  If you are looking for a new financial professional, or if you ever wonder if you are getting the level of service and attention you deserve, then this website will help guide you in the right direction.






Mike Gamboa
Founder, GreatFA.com