Change Drives Opportunity

In our business, one of the primary drivers of both change and opportunity is legislative. Over the past several years, we’ve witnessed landmark acts alter our clients’ plans. By staying ahead of changes, we can help clients plan properly to reach their financial goals. And, with the sunset of the Tax Cuts and Jobs Act (TCJA) approaching, we’re happy to help you offer the right plans to clients. Tim O’Connell covers all this and more in our January blog.