Why You Need a TPCP™
How an advisor with this powerful designation can help you reach your financial planning goals.
TPCP™: Go Beyond Tax Preparation and Experience Tax-Informed Financial Planning
Managing your tax situation is a complicated task to tackle. Throw in additional factors such as changing laws and regulations — not to mention needing to understand your personal financial situation — and tax planning can become a very difficult process.
Yet while there are over 300,000 financial advisors in this country, less than 1% have the extensive, specialized knowledge necessary to help you develop a tax-savvy financial plan.
The answer: work with a Tax Planning Certified Professional™ (TPCP™).
A TPCP™ can help you reduce your tax obligation by assisting in a variety of services including…
Financial planning
Estate planning
Retirement planning
Investment management
In the past, gaining personalized guidance suited to meet your personal tax needs when navigating any number of complex financial situations may have been challenging. While your tax preparer may be capable of offering sound advice surrounding general information and tax law, a TPCP™ offers knowledge that can effectively illustrate the tax impact of future financial decisions with the goal of helping clients reduce their lifetime tax obligation.
A TPCP™ isn’t just a financial professional; they’re a partner in planning your future dedicated to helping you achieve optimized tax outcomes.
TPCP™ professionals are educated by The American College of Financial Services, an accredited institution with nearly 100 years of experience in educating advisors dedicated to helping clients like you and benefiting society. It’s the best and brightest of financial services working to help you achieve your goals.
© The American College of Financial Services | TheAmericanCollege.edu