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 HK Financial Services (HKFS) to combine tax planning with financial planning services. HKFS 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 HKFS, 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
SCHEDULE AN APPOINTMENT
MEET TO UNDERSTAND YOUR CURRENT SITUATION AND DETERMINE FINANCIAL GOALS
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:
You’ve worked hard to build your wealth and don’t want to ignore the tax implications. We work with HKFS to ensure that your investment objectives work alongside your tax planning techniques to help create a personalized solution for you.
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.
The right planning can help you feel more relaxed when you know your retirement concerns are being addressed. Through a complimentary review by HKFS, you can assess your 401(k) plan’s potential tax savings, compliance, risk, employee education, and ensure overall fees are reasonable.
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.