William helped us to identify and fine tune our financial goas, which included a move to Mexico and full retirement. We have now accomplished those goals successfully, and it was largely due to the support, guidance, advice and expertise that William brought to th etable. We could not be more grateful and appreciative for his work, and the remarkable technology tools he utilizes, and give our highest recommendation to others. I am a former CPA and have a great deal of financial experience, but what William did for us is not something we could have done for ourselves. We will continue to consult with him from time to time to fine tune our financial affairs.
Relationship to Financial Advisor: Client as of May 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.