I also met with Invested to discuss my financial retirement and some other life events (kids and school debt). They were great to work with and pretty easy to get set up. I especially like that they actually meet with you at least once a year to discuss things, as I never got that kind of interaction when I invested my money through a rollover 401 I had somewhere else. I did end up figuring out with them how to get more invested for my family and feel so much better about it all. read more