You are intimately familiar with your financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives. Together, we are robustly capable of meeting the challenges you face in making progress toward your life vision. As your partner, we offer customized solutions and objective advice, and our consultative approach is personalized to your goals.
You Are Our Highest Priority
Meet
Terry Cox
With over 15 years of experience in the financial services industry, Terry Cox advises and educates clients on a broad range of financial planning and investment strategies.
Focused on making the complex simple, TDC Financial helps you understand the financial planning process.
Are Your Investments Thriving or Surviving?
Our firm offers annual tax planning as part of our comprehensive financial planning service. While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you.
Gain Financial Clarity!
With the clarity from an asset map, you can:
Ready to gain the financial clarity you need? We are here to help create your asset map!
See your full financial picture with an asset map! Learn More
TDC Financial
2023 Fountain Hills – Finance and Insurance Business of the Year
Contact Us
16845 E. Ave. of the Fountains, Suite 106
Fountain Hills, AZ 85268
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Information presented is for your educational purposes only and should not be regarded as a complete analysis of the subjects discussed.
Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Certain Advisory Persons, in their individual capacities are also registered representatives of Encompass More Investments, LLC, Member FINRA/SIPC. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
