Who We Serve

TDC provides objective and unbiased advice to those looking to create enduring wealth through sophisticated wealth transfer strategies and designs. Our focus and responsibilities transcend the limits of personal risk management planning and focus on creating a long-term vision designed to unite each client’s wealth and goals.

We Help Families Motivated to:

  • Preserve their values and wealth for future generations
  • Protect their life’s work from the ravages of taxes, unplanned successions, disability and/or loss of key employees
  • Support charitable causes
  • Plan for life’s uncertainties
  • Create enduring wealth and ensuring their legacy will transcend generations

We Help Advisers Motivated to:

  • Ensure their clients are properly protected for the long-term
  • Work with like-minded professionals
  • Fulfill their fiduciary duty to their clients
  • Help clients manage a life insurance portfolio based on facts and evidence
  • Access a team of dedicated and experienced professionals