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All affluent individuals, not just the super-wealthy, need well-coordinated financial services — from investment guidance and retirement planning (and distribution) to tax and estate planning strategies.

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Home | TCA Financial Group, LLC | davidwlentz.com Reviews

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All affluent individuals, not just the super-wealthy, need well-coordinated financial services — from investment guidance and retirement planning (and distribution) to tax and estate planning strategies.

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Resources | TCA Financial Group, LLC

http://www.davidwlentz.com/resources

8008 Corporate Center - Suite 115. Charlotte, North Carolina , 28226. Private Wealth Management For Select Individuals. A Place for Mom. Americas Health Ins Plans. Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA. If you are receiving solicitations to buy or sell products from TCA Financial Group outside of North Carolina, please do not respond. We are located only in North Carolina with no TCA Financial representatives outside of this state.

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Women Investors | TCA Financial Group, LLC

http://www.davidwlentz.com/women-transition

8008 Corporate Center - Suite 115. Charlotte, North Carolina , 28226. Private Wealth Management For Select Individuals. Women have come a long way economically and in business ownership:. In 2011, women controlled about $20 trillion in global consumer spending, this number could climb as high as $28 trillion after five years. In 2011, 74.9% of women identified themselves as the primary shoppers for their household. However, women still have many concerns:. Source: U.S. Department of Health and Hu...Grow ...

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Accredited Investors | TCA Financial Group, LLC

http://www.davidwlentz.com/accreditedinvestors

8008 Corporate Center - Suite 115. Charlotte, North Carolina , 28226. Private Wealth Management For Select Individuals. TCA manages assets for Accredited Investors (1MM ). Utilizing any and all of two (2) unique strategies in an effort to meet our client’s needs:. How do you find increased income in a low interest rate environment? Strategy, we purchase dividend-paying ETFs and sell “calls” on the portfolio to bring in additional income. Our clients receive a two-fold benefit: dividends.

4

Business Owners | TCA Financial Group, LLC

http://www.davidwlentz.com/business-owners

8008 Corporate Center - Suite 115. Charlotte, North Carolina , 28226. Private Wealth Management For Select Individuals. Business Owners look at the world differently than others…. because they invested their own money to create something, from a widget to mason company. In short, they are the last people to get paid. Three questions to consider:. Are there tools or strategies to help me manage cash flow? What are the pros and cons of incorporating as an S-corp.vs. as a C-corp? With ever changing tax laws...

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Sitemap | TCA Financial Group, LLC

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8008 Corporate Center - Suite 115. Charlotte, North Carolina , 28226. Private Wealth Management For Select Individuals. Securities and Advisory Services Offered through Prospera Financial Services, Member FINRA. If you are receiving solicitations to buy or sell products from TCA Financial Group outside of North Carolina, please do not respond. We are located only in North Carolina with no TCA Financial representatives outside of this state.

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8008 Corporate Center Dr - Suite 115. Charlotte, North Carolina , 28226. Private Wealth Management For Select Individuals. Headquartered in Charlotte, North Carolina, our team provides investment and wealth management services to clients across the United States. TCA also provides sales supervision to three satellite offices for independent advisors. To be our clients one trusted advisor. Respect the dignity of every individual. Value our tradition to serve. Champion a long term perspective. Securities a...

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