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.