Are your clients’ plans missile-proof?

Better understand the most potentially impacting aspect of tax reform.

If your clients haven’t bothered to ask how you incorporate their tax situation into the advice you’ve provided in the past, they probably will now.

What do they do and why do your clients need one?

Don’t wait for a market downturn.

The trend toward de-risking continues.

There’s still time to cut clients’ 2017 income taxes