Our firm takes pride in providing comprehensive retirement strategy services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
- Insurance Planning
- Beneficiary Review
- Retirement Strategies
- Financial Needs Analysis
- Analysis of Present and Future Expenses
- Estate Preservation
- Income Planning
Just imagine a complete strategy, where your financial, estate, and tax needs are addressed to meet your unique goals, needs, and objectives. This is your comprehensive retirement strategy. Our coordinated approach ensures that your strategy is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
David Tidwell does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.