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Insights From Wealth Advisor Jared R. Motzenbecker

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WHAT ‘NEW FRONTIERS’ DO YOU SEE WITHIN YOUR INDUSTRY THAT SRQ READERS SHOULD KNOW ABOUT?

There is potential for significant change in tax and estate planning laws in the near future. Combined with shifting fis- cal and monetary policy around the world, this decade could look very different from the previous one. These potential changes, and the accompanying uncertainty, make proper planning a necessity. Every day our conversations with cur- rent and potential clients are about what those changes could mean for them and how to prepare. Most people we talk with are concerned that their current plans and investments may not be the best solution for the future. We are guiding families to update those plans and portfolios when necessary to better align with their desired outcomes.

GULFSIDE WEALTH; Jared R. Motzenbecker | CFP®, CMT, CPWA® Senior Wealth Advisor. **Any opinions or forecasts contained herein reflect the subjective judgements of the author only and do not necessarily reflect the views of LPL Financial. This information should only be relied upon when coordinated with individual professional advice.

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