How We Help

At TDC, our focus and responsibilities transcend the limits of traditional wealth planning for our clients; we consider wealth’s influence in their lives and on their families. We help families focus on being families by helping to free them from the burden of worrying about their financial future today and for generations to come. Our desire to help families be stronger, closer, and wiser is what sets us apart.

Your ally and partner – we’re committed to doing more for successful individuals. We help families in the areas of:

  • Investment Advisory Services
  • Wealth Planning
  • Tax Planning
  • Estate and Gift Planning
  • Charitable Planning
  • Retirement Planning
  • Family Governance and Education
  • Risk Management Consulting

Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client. TFO-TDC does not serve as a law firm, certified public accounting firm, nor an insurance agency. TFO-TDC does not prepare legal documents or tax retruns, nor does it sell insurance products. However, as described on TFO-TDC’s written disclosure Brochure, if the client desires, a TFO-TDC affiliated entity and/or one of TFO-TDC’s representatives, in their separate individual licensed capacities, can be engaged to be provide insurance sales/services per the terms and conditions of a separate engagement and compensation.