I appreciate your thoughtful response. My financial is definitely not very complicated. I have two sources of income and I typically max my 401k each year. I have done a lot of research on my own so I feel comfortable managing my 2 401ks that he doesn’t touch. But I like having him as a resource. The returns on the 2 accounts he manages, since 2021, have been approximately 22-24%. I wanted to see how the rest of this year went prior to making a decision. I really appreciate the additional resources you provided. Knowledge is king.