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Menu of Services

TDC Financial takes pride in being able to help our clients with any financial matter. We’ve carefully crafted our services menu to reflect that mission, always taking aim at advancing our clients with both protection and growth. Whether you’re a young professional, an entrepreneur, a retiree or a pre-retiree, we can help you with custom strategies that drive you toward your objectives!

Investment Products

  • Equities
  • Asset Management
  • Mutual Funds
  • 529 Plans
  • Annuities & Insurance
  • Fixed Income
  • Unit Investment Trusts
  • Options
  • Alternative Investments
  • Structured Investments
  • Closed-End Funds
  • Exchange-Traded Funds
  • Institutional Fiduciary Solutions
  • Sustainable Investing
  • Equity Investment Products

Wealth Management

  • Wealth Consulting
  • Longevity Planning / Long-term Care
  • Financial Planning / Consulting
  • Private Wealth Portfolio Consulting
  • Trust & Charitable Planning
  • Concentrated Equity Strategies
  • Corporate Strategies
  • Education Planning
  • Private Institutional Clients (PIC)
  • Private Wealth Premier Solutions
  • Lending Services


NOTE: Insurance and annuity products are provided through Capital Wealth Insurance, LLC. Variable annuities offered through Kingswood Capital Partners, LLC. TDC Financial, LLC does not provide tax or legal advice.

Our Clients

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.

Young Professionals
Focused on making the complex simple, TDC Financial helps you understand the financial planning process.
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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.
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