We contacted Greg for simple tax services, but we like him so much that we keep talking to him about everything – overall finances, retirement outlook, new job offer packages, etc. He has been able to give useful information every time. Because of him, we are more aware that we lack diversification in our overall portfolio, what our expenses would look like if we were to have a kid, how old we do need to work till until we can retire, etc. He's really easy to talk to, with an added bonus that all the interactions happened via Hangouts and email! So convenient.