“Wealthcare” is the holistic approach to developing a comprehensive financial plan for a client. Each plan may have different parts and different focuses at various avenues in life, but it must be in harmony with a client’s hopes, dreams and aspirations.
As a financial advisor, Greg examines many areas such as income tax, investment, retirement, estate, business and education planning, debt management, disability and income protection, asset protection and other special situations unique to our clients to determine what goals they wish to attain. He can then develop, implement and monitor a financial plan to best enable the client to reach their goal.
TDK WealthCare, Inc. was founded in 1998 for the purpose of offering a full range of financial products and services. We recognized the value and importance of planning and believed that tax planning, retirement planning and estate conservation should be top priorities for individuals and families of all ages and income ranges and wanted to serve our clients' needs.
Greg is dedicated to helping you analyze your financial situation, consider your goals and develop a plan to assist you in realizing those goals. He can help take the mystery out of investing, managing risk, preparing for retirement and preserving your wealth by providing you with the information you need to pursue your financial objectives.
Greg has passed the FINRA Series 7 & 66 exams and holds the Group I Life and Health Insurance license. He has earned the designation of CERTIFIED FINANCIAL PLANNER™ having met rigorous professional standards and adheres to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with his clients.
Visit our CPA firm website:www.tdkcpa.net
Greg H. Kvilhaug
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™ Professional
Investment Advisor Representative
Series 66 Securities License
Series 7 Securities License - Minnesota, Iowa, South Dakota, Nebraska and Kentucky
Life and Health Insurance License - Minnesota
Member: American Institute of Certified Public Accountants, Minnesota Society of Certified Public Accountants, The Financial Planning Association
Greg began his accounting career in 1976 and has witnessed the constant change in tax laws. He is committed to assisting clients in making decisions which help them accumulate wealth through tax planning and saving. Email Greg at firstname.lastname@example.org
Check me out on BrokerCheck
Nancy Myrom, Financial Services Assistant
Series 6 Securities License - Minnesota
Series 63 Securities License - Minnesota
Nancy is responsible for administrative support at TDK WealthCare, Inc. She has worked in the accounting/business field for many years and enjoys helping clients reach for financial independence. Email Nancy at email@example.com
Check me out on BrokerCheck
TDK WealthCare, Inc.
909 4th Ave Ste A
Worthington, MN 56187