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Resources

Part of offering stellar, client-based service is our commitment to your understanding of financial principles we will likely implement into your plan. That’s why we’ve assembled a resource center to give you access to the latest data, tips, tricks and tools that can help you increase your financial literacy. We are committed to continuously updating our blog posts and flyers to empower you with information and help you arm yourself with the knowledge you need to succeed and achieve your desired lifestyle.

TDC Financial Videos

Terry Cox - Asset Map

Terry Cox - Roth Conversions

Terry Cox - The Why Question

Meet Terry Cox

Terry Cox - Crafting Your Investment Strategy

Informational Flyers

Our commitment to education goes beyond our office walls. 

Focused on making the complex simple, TDC Financial helps you understand the financial planning process.
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Blog, News & Information

We aim to keep all of our clients well-educated and informed with information that applies to everyone. Read all of our blog posts below to learn tips, tricks and strategies!

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.

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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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