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Entrepreneurs and Business Owners

Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like saving the maximum for retirement and helping to ensure your workers have benefits so you can recruit and retain them.

Your ideas are worth protecting. We’re here to help you keep the lights and lightbulbs on.

From tax mitigation to cash flow analysis to succession planning, TDC Financial understands the needs of entrepreneurs and provides the strategies needed to fulfill the many complex financial needs of business professionals. For those with employees, we also handle retirement plans like 401(k)s.

Services Include:

  • Retirement Plans
  • Personalized Wealth & Investment Management
    for Business Owners
  • Risk Management
  • Banking & Lending Solutions
  • Insurance & Annuities
  • Estate Planning
  • Charitable Giving
  • 401(k) Plans
  • 401(k) Profit Sharing Plans
  • Simplified Employee Pensions (SEPs)
  • SIMPLE IRAs
  • Safe-Harbor 401(k) Plans
  • Owner Only/One-Person 401(k) Plans
  • Profit Sharing Plans
  • Age-Weighted/Comparability Profit Sharing Plans
  • Defined Benefit Pensions
  • Third-Party Administration (TPA) Partnership
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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Investment advisory services are offered through Capital Wealth Alliance, LLC a registered investment advisor. Securities offered through Kingswood Capital Partners, LLC member FINRA/SIPC.

TDC Financial, LLC is a DBA of Capital Wealth Alliance. KCP and Capital Wealth Alliance LLC are not affiliated. KCP financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.

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