--- title: E2i Financial Blog | education description: education | E2i Financial Blog --- - [Call Us: (800) 650-4315](tel:(800)%20650-4315) - - [![E2i_BLACK_LOGO_NO_BACKGROUND](https://www.e2ifinancial.com/hs-fs/hubfs/E2i_BLACK_LOGO_NO_BACKGROUND.png?width=1057&height=275&name=E2i_BLACK_LOGO_NO_BACKGROUND.png "E2i_BLACK_LOGO_NO_BACKGROUND")](http://e2ifinancial.com) - [About Us](https://www.e2ifinancial.com/about) - Services - [Annuities](https://www.e2ifinancial.com/annuities) - [Wealth Preservation](https://www.e2ifinancial.com/wealth-preservation) - [Portfolio Management](https://www.e2ifinancial.com/portfolio-management) - [Learning Center](https://www.e2ifinancial.com/blog) - [Contact](https://www.e2ifinancial.com/contact-us) - [Private Client Portal](https://www.moneyguidepro.com/ifa/Guests.aspx?gst=DAC836B4D01B26771BAFA8BF8A0E7A52D15FFC84B696333FAB63400BA4029BED&sDestPage=10032) # E2I Financial Blog [investing](https://www.e2ifinancial.com/blog/tag/investing) [education](https://www.e2ifinancial.com/blog/tag/education) ## [How To Vet Any Financial Advisor](https://www.e2ifinancial.com/blog/how-to-vet-any-financial-advisor) Most investors know that they should do some research before engaging the services of a financial advisor. The problem is they don't know how to do it. The good news is it's not a time-consuming task and if you follow some simple yet important ... [Read More](https://www.e2ifinancial.com/blog/how-to-vet-any-financial-advisor) [All posts](https://www.e2ifinancial.com/blog/all) ### Subscribe Here! ### Categories - [annuities (3)](https://www.e2ifinancial.com/blog/tag/annuities) - [education (1)](https://www.e2ifinancial.com/blog/tag/education) - [investing (1)](https://www.e2ifinancial.com/blog/tag/investing) ### Follow Us - - [![logo-footer](https://cdn2.hubspot.net/hub/5377389/hubfs/logo-footer.png?width=518&height=136&name=logo-footer.png "logo-footer")](http://e2ifinancial.com) E2i Financial Group LLC is a fee-only, independent investment advisor. The firm's primary  focus is on providing wealth management solutions to closely held business owners and public executives throughout the United States.  The Founder and Executive Chairman is Robert Perez, CWPP, a certified wealth preservation planner.  Under his leadership, E2i helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.​​ ©2023 E2i Financial Group LLC. All rights reserved. Investing in stock markets involves the risk of loss. ### Quick Links - [Home](https://e2ifinancial-4747349.hs-sites.com) - [Annuities](https://e2ifinancial-4747349.hs-sites.com/annuities) - [Wealth Preservation](https://e2ifinancial-4747349.hs-sites.com/wealth-preservation) - [Portfolio Management](https://e2ifinancial-4747349.hs-sites.com/portfolio-management) - [Annuity Guide](https://e2ifinancial-4747349.hs-sites.com/annuity-guide-download) - [Contact Us](https://e2ifinancial-4747349.hs-sites.com/contact-us) ### Newsletter Sign up for our newsletter and find out how our advanced planning can provide you exceptional financial results