I am a self-employed professional, looking forward to my retirement dream. As a busy professional, I did not have the time to look after financial affairs and assumed my investment advisor was all I needed. Much to my chagrin, I was not receiving the full benefit of advice. William and his team developed a comprehensive financial plan which simplified the complexities of my situation and updated my plan on a regular basis. For the first time in my life, I now have a financial roadmap, and the peace of mind knowing; I will be okay. As a result, I now can enjoy what is important to my family and me. I am pleased to say that I consider William and his team as part of my family.