Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking to fill an individual need, we promise to offer you a new level of attention, insight, and guidance that’s second to none.
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. This will enable you to take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future.
Services We Offer:
- Creating live, web-based Financial Plans- your digital roadmap for the future
- Income Tax Strategies
- What-If modeling and projections
- Retirement and Income Planning
- Social Security Analysis
- College Funding Strategies
- Life, Disability and Long-Term Care Planning
- Asset Protection Strategies
- Estate Tax Planning*
- Business Planning
*Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax, and accounting advisers as appropriate.
Jeffrey D. Cummins, CPA, MBA, CFP®
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, Founder
Top Flight Wealth Strategies
Galleria Tower Two, 20th Floor
13455 Noel Rd, Dallas, TX 75240
972-455-4360 | F. 972-246-1899