As part of our process and as a service to our top-level clients, we make ourselves available to serve as a sounding  board to your friends and family members. If there are people in your life who are important to you, they are also  important to us. With zero expectation to become our client, we will sit down with any family or friends who may  be feeling apprehensive about the future. We will share some insights we have to help them feel confident about  their financial future