As part of our efforts to deliver additional value, our team makes itself available to be a sounding board for a colleague, friend, or family member of a client. Bottom line is this, if they are important to you, they are important to us. As a friend or family member of our most valued clients, they do not need to become a client to take advantage of this service. Having said that, if they aren't working closely with a good advisor, we'd love to see if we're a good fit.