Personal Financial Planning

Understand the Path to Your Financial Planning Goals

Does the Path to Obtaining a Personalized Financial Plan Feel Overwhelming and Difficult to Navigate?

You shouldn’t feel uncertain about where to start with your financial planning. You deserve a smooth financial planning process to help you understand the path to your financial goals and dreams. To provide you with a complete and thorough planning process, TDT CPAs and Advisors (TDT) has teamed up with Avantax Planning Partners℠ to combine tax planning with financial planning services. Avantax is a recognized provider of tax-efficient wealth management solutions and was on Forbes’ 2016 list of Top 100 Wealth Managers*

Through our affiliation with Avantax, we can help guide you through a financial planning process that is realistic, strategic, and easy for you to understand. Move from uncertainty to clarity when it comes to planning for and navigating your financial goals.

3 Steps to Begin Your Path to Your Financial Goals

1

BOOK A DISCOVERY CALL

2

MEET TO UNDERSTAND YOUR CURRENT SITUATION AND DETERMINE FINANCIAL GOALS

3

DISCUSS YOUR PERSONALIZED PLAN THROUGH AN INTERACTIVE PRESENTATION

You Can Experience a Broad and Tax-Efficient Financial Planning Approach:

We Can Help You With the Following Financial Planning Services:

Tax Planning

You’ve worked hard to build your wealth and don’t want to ignore the tax implications. We work with Avanatax to ensure that your investment objectives work alongside your tax planning techniques to help create a personalized solution for you.

Risk Management

A complimentary risk assessment provides our insurance and tax planning team with the ability to help you identify insurance solutions for you, your family, and/or your business, based on your needs.

Retirement Planning

The right planning can help you feel more relaxed when you know your retirement concerns are being addressed. Through a complimentary review by Avantax, you can assess your 401(k) plan’s potential tax savings, compliance, risk, employee education, and ensure overall fees are reasonable.

Estate Planning

You’ve worked hard to grow your wealth; passing it along to your heirs without the fear of losing a significant amount to the government requires proper planning. Our professionals conduct a thorough review of insurance policies to check they’re performing as intended, properly addressing your risks and that you’re paying a fair market price.

Begin the Path to Achieving Your Financial Planning Goals

*Forbes partners with RIA Database to compile the annual Top Wealth Managers list. Candidate firms qualify based on both quantitative and qualitative criteria. The 2016 list includes 100 firms, which are ranked by assets under management for year-end 2015, reported as of March 31, 2016. Members of the list must have managed at least 50% of their assets on behalf of retail clients, cannot run a broker-dealer (they can be affiliated with one), cannot be a bank (trust companies are permitted), and must be performing wealth management services. Firms cannot have had any regulatory, civil or criminal disclosures. The ranking may not be representative of any one client’s experience, and is not indicative of future performance. Avantax did not pay a fee to participate. 
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to TDT CPAs and Advisors.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.