Wealth Management Services

A Tax-Smart Approach to Wealth Management

Each of our clients have unique goals when it comes to financial planning. That's why TDT CPAs and Advisors has partnered with Avantax Planning PartnersSM to offer comprehensive wealth management and financial planning services. Our investment approach allows us to create a long-term plan that looks at the impact of all financial decisions and demonstrate how these decisions will impact your future.

The financial planning process begins with understanding what is important to you. We listen, assess and discuss tax efficient financial strategies to create a comprehensive plan that includes:

• Tax-Focused Investment Strategies
• Retirement Planning & Withdrawal Strategies
• Family Risk Management
• Business Planning
• Legacy Planning
• Education Planning
• Cash Flow Management

Who is Avantax?

Avantax is a pioneer in tax-smart investing, financial planning and wealth management. Partnering with Avantax enables us to pair tax and financial planning strategies to provide holistic financial services to families, individuals and small businesses.
To find out more about Avantax, visit their website.

A Distinct Advantage

• Collaboration between your wealth management and CPA teams to potentially minimize your tax exposure.
• An interactive planning program and process called Guidance Planning Strategies (GPS) that illustrates your entire financial picture.
• Designing custom plans to give you a foundation to understand why and how decisions are made.
• Working together to help you achieve your short and long-term goals.
• Financial Planning Consultants (FPCs) provide unique recommendations tailored to you. The Avantax Planning Partners Investment Advisory Committee provides oversight of all investment allocations.

See the difference when your financial plan takes into account tax-smart investing, your trusted advisor and a Financial Professional.

Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, 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, P.C.

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 representativesg 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.

Content, links, and some material within this website may have been created by EDJE for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

Tax Planning

We work with Avantax 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 helps identify insurance solutions for you, your family, and/or your business based on your unique needs.

Retirement Planning

We can review your businesses 401(k) plan’s potential tax savings, compliance, risk, and ensure overall fees are reasonable.

Estate Planning

Our professionals review and assist in developing a plan to pass your hard-earned wealth along to your heirs.

Let TDT CPAs and Advisors Build a Custom Financial Plan, Personal to You!