Who We Serve

TDC provides objective advice to successful individuals, families, and institutions.

Our disciplined approach to providing customized, comprehensive strategies helps you navigate the full spectrum of your risk and wealth management needs and develop a long-term vision intended to create enduring wealth and success.

Employers Motivated By:

  • Developing of strategic and robust benefits packages to recruit and retain top talent
  • Education of your plans no-cost wellness packages
  • Annual and on-demand enrollment meetings
  • Designated account managers where one call does it all

Closely Held Businesses Interested In:

  • Creating a plan to provide retirement plan services and employee benefits for their business that benefits their employees and themselves
  • Reducing their fiduciary liability
  • Helping their employees’ families be families – Stronger, closer, and wiser

Closely Held Businesses Motivated By:

  • Creating a plan to align their substantial wealth with their purpose
  • Collaborating with their next generations to understand and sustain their family values
  • Striving to create enduring wealth and ensuring their legacy will transcend generations

High Net Worth Families Interested In:

  • Creating a plan to align their substantial wealth with their purpose
  • Collaborating with their next generations to understand and sustain their family values
  • Striving to create enduring wealth and ensuring their legacy will transcend generations