DTY Wealth Planning Solutions offers expert guidance and personalized strategies tailoredto your needs. Like a pilotcharting a precise course, wehelp you navigate your 401K andinvestments to avoid turbulenceand reach your financial goals.Our complimentary portfolioanalysis serves as your financialway-point check, making sure youare on the right track to reachingyour desired goals and objectives.Don’t let your 401K fly blind –schedule a call with us today andstart planning for a secure andprosperous retirement.Are you an airline pilotlooking to secure yourfinancial future?SCAN HERE TOSCHEDULE WITH US!AIRLINE PILOTSDON’T LET YOUR401K FLY BLINDAttention!Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investmentadvice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP andDTY Wealth Planning Solutions are separate entities. The information contained in this message may be CONFIDENTIAL and isfor the intended addressee only. Any unauthorized use, dissemination of the information, or copying of this message isprohibited. If you are not the intended addressee, please notify the sender immediately and delete this message.ACCUMULATIONPLANNING SERVICESRETIREMENT PLANNING(DISTRIBUTION)401 (K)SERVICESSECOND OPINIONSERVICESTAX MITIGATIONSTRATEGIESTAX FREE INCOMEPLANNINGESTATE PLANNINGCONSIDERATIONSSCAN HERE TO SEE OUR PERFORMANCEMETRIX!
MEET OUR ADVISORIs you 401k account working as hard as it could for you?Are you navigating marketcomplexities on your own?(954) 933-6565info@dtywealthplanningsolutions.comDavid T. Yu is an establishedfinancial wealth advisor with DAVID T. YU, AIF®, CBDADavid combined his passion for aviation andfinancial services by creating "The BaseTurning Final Retirement Program" to aidairline pilots with financial planning. Besidesholding multiple securities and insurancelicenses, he is also type-rated in A310, A320,B737, and B777 aircraft, and holds a B727flight engineer license as well as a PowerPlant Aircraft license.David hosts the podcast Jet Setting WealthAdvisory, which airs every Tuesday. In thispodcast, he shares his expertise and insightson financial planning and innovative ways toplan your financial future. He has also beenfeatured on ABC, CBS, FOX, and NBC as atelevised Wealth Advisor.over 20 years of experience in the financialservices industry, as well as experience inmortgage banking, real estate investments,and asset management. David is a taxmitigation strategist and certified inblockchain and digital assets. ACCREDITED INVESTMENT FIDUCIARY®ARE YOU MAKINGTHE MOST OF YOUR401(K)?Do you know how to maximize all the tax efficiencies?Are you optimizing the tax benefitsof your employer contributions?Do you know all the options ofyour 401(k) employer plan?ARE YOU MAXIMIZING YOUR 401(K) POTENTIAL?Your 401(k) is one of yourlargest retirement nest eggs,yet it is often the mostmismanaged and under-managed account, thatcontinues to under perform theequities markets. By making informed decisions onall your 401(k) options and gettingpersonalized expert advice fromDTY Wealth Planning Solutions.YOU CAN NOW TAKECONTROL OF YOUR401K THROUGH THE SDBA(SELF-DIRECTED BROKERAGE ACCOUNT)as seen onGET IN TOUCHSCAN HERE TO UNDERSTAND SDBA
MEET OUR ADVISORIs you 401k account working as hard as it could for you?Are you navigating marketcomplexities on your own?(954) 933-6565info@dtywealthplanningsolutions.comDavid T. Yu is an establishedfinancial wealth advisor with DAVID T. YU, AIF®, CBDADavid combined his passion for aviation andfinancial services by creating "The BaseTurning Final Retirement Program" to aidairline pilots with financial planning. Besidesholding multiple securities and insurancelicenses, he is also type-rated in A310, A320,B737, and B777 aircraft, and holds a B727flight engineer license as well as a PowerPlant Aircraft license.David hosts the podcast Jet Setting WealthAdvisory, which airs every Tuesday. In thispodcast, he shares his expertise and insightson financial planning and innovative ways toplan your financial future. He has also beenfeatured on ABC, CBS, FOX, and NBC as atelevised Wealth Advisor.over 20 years of experience in the financialservices industry, as well as experience inmortgage banking, real estate investments,and asset management. David is a taxmitigation strategist and certified inblockchain and digital assets. ACCREDITED INVESTMENT FIDUCIARY®ARE YOU MAKINGTHE MOST OF YOUR401(K)?Do you know how to maximize all the tax efficiencies?Are you optimizing the tax benefitsof your employer contributions?Do you know all the options ofyour 401(k) employer plan?ARE YOU MAXIMIZING YOUR 401(K) POTENTIAL?Your 401(k) is one of yourlargest retirement nest eggs,yet it is often the mostmismanaged and under-managed account, thatcontinues to under perform theequities markets. By making informed decisions onall your 401(k) options and gettingpersonalized expert advice fromDTY Wealth Planning Solutions.YOU CAN NOW TAKECONTROL OF YOUR401K THROUGH THE SDBA(SELF-DIRECTED BROKERAGE ACCOUNT)as seen onGET IN TOUCHSCAN HERE TO UNDERSTAND SDBA
MEET OUR ADVISORIs you 401k account working as hard as it could for you?Are you navigating marketcomplexities on your own?(954) 933-6565info@dtywealthplanningsolutions.comDavid T. Yu is an establishedfinancial wealth advisor with DAVID T. YU, AIF®, CBDADavid combined his passion for aviation andfinancial services by creating "The BaseTurning Final Retirement Program" to aidairline pilots with financial planning. Besidesholding multiple securities and insurancelicenses, he is also type-rated in A310, A320,B737, and B777 aircraft, and holds a B727flight engineer license as well as a PowerPlant Aircraft license.David hosts the podcast Jet Setting WealthAdvisory, which airs every Tuesday. In thispodcast, he shares his expertise and insightson financial planning and innovative ways toplan your financial future. He has also beenfeatured on ABC, CBS, FOX, and NBC as atelevised Wealth Advisor.over 20 years of experience in the financialservices industry, as well as experience inmortgage banking, real estate investments,and asset management. David is a taxmitigation strategist and certified inblockchain and digital assets. ACCREDITED INVESTMENT FIDUCIARY®ARE YOU MAKINGTHE MOST OF YOUR401(K)?Do you know how to maximize all the tax efficiencies?Are you optimizing the tax benefitsof your employer contributions?Do you know all the options ofyour 401(k) employer plan?ARE YOU MAXIMIZING YOUR 401(K) POTENTIAL?Your 401(k) is one of yourlargest retirement nest eggs,yet it is often the mostmismanaged and under-managed account, thatcontinues to under perform theequities markets. By making informed decisions onall your 401(k) options and gettingpersonalized expert advice fromDTY Wealth Planning Solutions.YOU CAN NOW TAKECONTROL OF YOUR401K THROUGH THE SDBA(SELF-DIRECTED BROKERAGE ACCOUNT)as seen onGET IN TOUCHSCAN HERE TO UNDERSTAND SDBA
DTY Wealth Planning Solutions offers expert guidance and personalized strategies tailoredto your needs. Like a pilotcharting a precise course, wehelp you navigate your 401K andinvestments to avoid turbulenceand reach your financial goals.Our complimentary portfolioanalysis serves as your financialway-point check, making sure youare on the right track to reachingyour desired goals and objectives.Don’t let your 401K fly blind –schedule a call with us today andstart planning for a secure andprosperous retirement.Are you an airline pilotlooking to secure yourfinancial future?SCAN HERE TOSCHEDULE WITH US!AIRLINE PILOTSDON’T LET YOUR401K FLY BLINDAttention!Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investmentadvice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP andDTY Wealth Planning Solutions are separate entities. The information contained in this message may be CONFIDENTIAL and isfor the intended addressee only. Any unauthorized use, dissemination of the information, or copying of this message isprohibited. If you are not the intended addressee, please notify the sender immediately and delete this message.ACCUMULATIONPLANNING SERVICESRETIREMENT PLANNING(DISTRIBUTION)401 (K)SERVICESSECOND OPINIONSERVICESTAX MITIGATIONSTRATEGIESTAX FREE INCOMEPLANNINGESTATE PLANNINGCONSIDERATIONSSCAN HERE TO SEE OUR PERFORMANCEMETRIX!
DTY Wealth Planning Solutions offers expert guidance and personalized strategies tailoredto your needs. Like a pilotcharting a precise course, wehelp you navigate your 401K andinvestments to avoid turbulenceand reach your financial goals.Our complimentary portfolioanalysis serves as your financialway-point check, making sure youare on the right track to reachingyour desired goals and objectives.Don’t let your 401K fly blind –schedule a call with us today andstart planning for a secure andprosperous retirement.Are you an airline pilotlooking to secure yourfinancial future?SCAN HERE TOSCHEDULE WITH US!AIRLINE PILOTSDON’T LET YOUR401K FLY BLINDAttention!Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investmentadvice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP andDTY Wealth Planning Solutions are separate entities. The information contained in this message may be CONFIDENTIAL and isfor the intended addressee only. Any unauthorized use, dissemination of the information, or copying of this message isprohibited. If you are not the intended addressee, please notify the sender immediately and delete this message.ACCUMULATIONPLANNING SERVICESRETIREMENT PLANNING(DISTRIBUTION)401 (K)SERVICESSECOND OPINIONSERVICESTAX MITIGATIONSTRATEGIESTAX FREE INCOMEPLANNINGESTATE PLANNINGCONSIDERATIONSSCAN HERE TO SEE OUR PERFORMANCEMETRIX!