DTY Wealth Planning Solutions

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Financial Planners, Financial Services, Retirement Planning Services

21 Years

in Business

(954) 933-6565Call Visit WebsiteVisit Website Map & DirectionsDirections3343 W Commercial Blvd Ste 107Fort Lauderdale, FL 33309 Write a ReviewWrite Review

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Integrity in Wealth Management

General Info: DTY Wealth Planning Solutions is an established, independent financial planning firm serving individuals, families and business owners throughout the United States. With nearly 15 years of experience, we have developed our business by maintaining the highest standards of ethics, integrity and professionalism in our relationships with our valued clients. As a diversified wealth planning firm, we advise on a fiduciary level and offer a comprehensive range of financial services. Our customized and holistic financial plans are specific to each of our clients’ unique situations.
Email: Email Business
Services/Products:  Holistic Retirement Planning and Retirement Analysis  Income Planning and Strategic Money Management  Tax Reduction and Tax Planning Strategies  Risk Management and Asset Protection  Investment Consulting  Insurance and Life Insurance Reviews  Social Security Maximization Strategies  401(k) Participant Portfolio Management  401(k) Plans for Employees of Business Owners  Defined Benefit and Contribution Programs for Business Owners  Estate Planning and Charitable Giving  College Planning  Eldercare and Long-Term Care Planning  Alternative Investment Strategies  Qualified Account Withdrawal Strategies  Business Succession Planning  Second Opinion Service (S.O.S.)  Educational Events  Customized Consultation Services Available at an Hourly Rate
Payment method: check
Location: DTY Wealth Planning Solutions is located in Ft. Lauderdale and is easily accessible from highways. The office is situated on the north side of Commercial Blvd between I95 and the Turnpike, just east of 441/State Road 7.
Languages: Chinese, English, Spanish
Associations: President David T. Yu is an established financial wealth advisor with his Series 7, 66 securities license, and insurance and annuity licenses. He has nearly 15 years of experience in the financial services industry, as well as experience in mortgage banking, real estate investments, and property management. He also has his B727 flight engineer license and is type-rated in the A310, A320, and B737 aircraft. David T. Yu is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/ SIPC. 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308, (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. DTY Wealth Planning Solutions is not affiliated with Kovack Securities, Inc. and Kovack Advisors, Inc.
Other Link: http://dtywealthplanningsolutions.com
Categories: Financial Planners, Financial Services, Retirement Planning Services, Tax Return Preparation, Tax Return Preparation-Business