Over the years, several of our clients have asked us if we would be willing to help people within their inner circle, such as a family member or friend. We have found that by doing so, it has greatly enhanced our relationships with such clients and given us a stronger sense of purpose.

To that effort, we have established our "Friends and Family Sounding Board" program as an ongoing, value-added service for all of our clients. Our role is to serve as a resource and share advice related to their questions, concerns and observations about markets, economies, achieving financial independence, etc. Occasionally the advice involves our strategic partners in tax, estate, and legal matters. Most Importantly, our advice is free of charge and your friends and family do not have to become clients to receive this service. The Bottom Line- if these people are important to you, they are important to us.

However, if your friends or family members do wish to become clients of ours, we will use our FIT process to ensure they are right for us and vice versa. Should we determine that they can be better served somewhere else based on what they may be looking for, we will do our absolute best to point them in the right direction. For we are rigorous in adhering to our Ideal Client Profile, which is driven by our Triple A focus of Assets, Attitude and Advocacy.

Our primary goals are twofold - to be all things to some people, not all things to all people and to see not how large we can get, but how small we can stay.