We can’t say enough about the excellent counsel and professional advice we received from Sam. His genuine concern for our family’s welfare, and caring, thoughtful approach to our financial planning is what impressed us most. Sam’s quality of service is above and beyond what we’ve experienced. We felt extremely comfortable and never felt pressured to do anything or judged. The best part about working with Sam is the personal connection: during our interactions, we always felt that we were more than just another client. Without reservation, we’ve enthusiastically recommended his services to our close friends and relatives.