Comprehensive wealth management demands specific skill sets and professional experience. With a strong background in financial services, investment management, and fiduciary processes, the team at TPC Financial, LLC brings the necessary expertise to each clients' financial situation and ensures them that we can work with them to manage complex financial issues.
Our firm provides help in the service areas below:
Financial Services
Investment Planning
- Integrated asset allocation and portfolio design
- Customized asset management programs
- Diversification strategies
- Tax optimized investing
Insurance Planning
- Life insurance analysis and design
- Long term care insurance
- Business buy-sell agreements
- Non- qualified retirement plans
- Wealth transfer and tax reduction
- Business succession planning
Retirement Planning
- IRA rollover and distribution planning
- Income projection analysis
- Fixed income strategies
- Retirement readiness analysis
- Personal financial planning
- Financial statements
Tax Planning
- Income tax planning
- Tax integrated investment planning
- Wealth transfer and tax reduction
- Required minimum distribution planning
Accounting and Tax Services
Tax Preparation & Planning
- Personal income tax preparation
- Business income tax preparation
- Tax planning and advising
- IRS notices
Business Consulting
- Entity setup
- Financial analysis
- Business process evaluation
- System analysis
- Cash flow analysis
- Succession planning
Accounting & Bookkeeping
- Bookkeeping and staff training
- QuickBooks setup
- Accounts payables
- Accounts receivables
- Cash management
- Financial statements
Property Management
- Tenant billings and collections
- Vendor negotiations and management
- Common area maintenance management
- Lease renewal assistance
Neither Kovack Securities, Inc.(KSI) or Kovack Advisors, Inc.(KAI) nor its Financial Advisor provide legal, tax or accounting advice. Persons who provide such advice do so in a capacity other than as a Registered Representative of KSI or KAI. Clients should consult their own legal or tax advisors involving such matters.
Your Money, Your Plan!
When you take control of your finances, rather than letting them control you, you can live life more fully. Regardless of your age or life stage, you can make financial decisions that move you toward your goals.