TD&T CPAs and Advisors can help you…
Save enough for a comfortable retirement
by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Pay for your child’s college education
by accurately estimating the amount of money you’ll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.
Protect your family in case you become disabled
by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can’t manage them yourself.
Achieve your investment goals
by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.
Leave a legacy for your heirs
by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.
Take Control of Your Financial Plan
Building and preserving your personal wealth requires specialized attention. We can help you achieve financial well being by addressing your long-term financial goals. At TD&T CPAs and Advisors, we can help you develop a customized plan for your financial situation. We are then able to help implement and monitor your plan so that you can achieve what is important to you.
We can provide complete investment solutions, from comprehensive wealth management to retirement income.
We can help you manage and preserve your assets now, and conserve and control distribution after death.
We can help design and implement a financial plan, tailored to your needs.
We can review your situation, analyze existing insurance policies, and provide unbiased recommendations.
Retirement Income Planning.
Create a plan which includes an inflation-adjusted income stream for your anticipated duration of retirement.
*Securities offered through ProEquities, Inc., a Registered Broker Dealer and Member FINRA and SIPC. Advisory services offered through Honkamp Krueger Financial Services, Inc., a Registered Investment Advisor. Honkamp Krueger Financial Services, Inc. and TD&T CPAs and Advisors, P.C. are independent of ProEquities, Inc.
Check the background of this firm on FINRA’s BrokerCheck.