Wealth Management

Wealth Management2018-09-12T10:58:06+00:00

For many, the path to proper planning can feel overwhelming and difficult to navigate. To ensure a smoother ride, TDT CPAs and Advisors has partnered with HK Financial Services (HKFS) to provide wealth management services for our clients. Founded in 1995 by the partners of Honkamp Krueger & Co., P.C., a leading national CPA firm, HKFS has become a premier provider of wealth management services throughout the United States and was named a Forbes 2015 Top 100 wealth manager in the U.S.*

Through our affiliation with HKFS, our advisors can help guide you through the entire wealth management process, including tax planning, estate planning and wealth management. As Investment Representatives and CPA’s, we provide a holistic approach to wealth management and tax planning.

A Powerful Team

We work together to provide a holistic approach that covers all aspects of the planning puzzle to achieve our clients goals and dreams.

Why Choose TDT for Your Wealth Management Needs?

  • We monitor the tax implications of your investment choices and provide advice on the potential risks. By keeping the big picture in mind, we’re able to cohesively create a plan that benefits our clients in both tax savings and wealth management.
  • The landscape of investments is constantly We’ve adapted a proactive approach to wealth planning, which includes face-to-face meetings throughout the year to discuss changes in the market and necessary adjustments.
  • We have your best interest at heart. HKFS doesn’t own the products offered, which allows them to remain independent. Helping to meet your financial goals is our only agenda, and that includes only offering solutions that are a fit for you.

Tax Planning

TDT CPAs and Advisors meets with clients throughout the year to identify and evaluate tax planning opportunities.  Through this proactive approach, we’re able to balance your investment portfolio goals with our tax savings techniques to help create the highest possible return for you. For more information on our Tax Planning services, click here.

Asset Management

By partnering with HKFS, we provide an independent, objective approach with your needs at the forefront. HKFS employs elements of modern portfolio theory to construct investment portfolios that are suited to your goals, time horizon, and risk tolerance. The HKFS philosophy is to assist you with the allocation of capital among the asset classes, while working to minimize the risk inherent in the securities marketplace.

Risk Management

We utilize a team of insurance and financial professionals to provide the best solutions using highly rated, handpicked and carefully monitored insurance carriers.  We can provide an independent and objective analysis of your risk management situation.

Retirement Planning

With proper planning, you can relax knowing your retirement needs will be met and that you can enjoy your current lifestyle, even after you stop working and not worrying about outliving your assets. Through a complimentary review by HKFS, you can assess your 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 and passing it along to your heirs without the fear of losing a significant amount to the government requires proper planning. Our professionals will start with a thorough review of insurance policies to ensure performance, validate that risks are being properly addressed and confirm you’re paying a fair market price. When creating an estate plan with our clients, we advise on the best options when transferring wealth and assist clients in understanding the estate tax risks.

*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. HKFS did not pay a fee to participate.

Investment advisory services offered through HK Financial Services (HKFS), an Independent Registered Investment Advisor. Commission-based securities products are sold by ProEquities registered representatives and offered through ProEquities, Inc., a Registered Broker Dealer and Member FINRA and SIPC. Insurance products available through many highly rated carriers. HKFS, ProEquities and TDT CPAs and Advisors, P.C. are independent of each other.

This material is being provided for informational purposes only with the understanding that neither HKFS nor ProEquities is rendering tax, legal or accounting advice. Please consult with your CPA or other appropriate advisors on all matters pertaining to legal, accounting or tax obligations and requirements.

Check the background of this firm on FINRA’s BrokerCheck.