When you affiliate with a financial advisor, you form a relationship that will hopefully carry through the rest of your life. That's why it's important to get to know an advisor before you sign up. This segment of Right on the Money explores Levie's deep connections to his Louisiana-based clientele, particularly those in the oil industry, which has experienced a great deal of turnover. Levie discusses his daily habits, his spiritual practices and his relationships with his family.

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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities, can be used in various planning strategies for retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.