Whether you want to properly secure your estate and retirement, or you are looking for options on how to diversify your investments, Sydne Proctor of Syd The CPA is ready to become your personal financial advisor and handle all your personal finances for you. From wealth management to estate planning, our personal financial services are designed to give the best financial outcome for you and your family’s future. We have successfully helped and continue to map out financial solutions for many business owners, corporate employees, and retirees here in the Dallas-Fort Worth metroplex area – And we would be more than happy to do the same for you. Are you wondering if you have sufficient money to live comfortably upon retirement? Will your investments be enough to send your kids to college? Is there a way to minimize taxes on accumulated wealth? If you are asking yourself these questions and more, our team of financial planning specialists are here to help.

We at Syd The CPA firmly believe that the diversification and protection of your personal finances is more than limiting investment exposure to market volatility and preparation for fluctuating income tax rates. Our job as your personal financial planner is to make sure that you are equipped with adequate financial literacy and the right tools for making informed and calculated decisions in the future. Coupled with our tried-and-tested and flexible financial management solutions, we intend to help you keep more of what is yours and have enough for your loved ones to benefit from.

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Our Personal Financial Planning Services

Below are some of the personal finance services that Syd The CPA proudly offers, and you can expect to receive exceptional client support and professional guidance when you avail any of them. Rest assured that our personal financial advisors will tailor a unique financial planning solution based on your personal circumstance and your long-term goals.

  • Personal Financial Planning
  • Personal Tax Planning & Preparation
  • Wealth Management
  • Investment Planning & Management
  • Risk Management & Analysis
  • Audit Assistance
  • Financial Health Assessment
  • Estate & Succession Planning
  • Mergers, Acquisition, & Disposition Analysis
  • Retirement Planning
  • Insurance Planning
  • Charitable Giving
  • Divorce Financial Planning
  • Live Transition Planning
  • College Planning
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Why Syd The CPA

As one of the rising personal financial service providers in the Dallas-Fort Worth metroplex area, we at Syd The CPA are best known for always prioritizing our clients’ best interests. We are ready to leverage our 7+ years of experience and expertise so you can achieve financial independence after going through a lifetime of hard work. When carefully and methodically creating a financial plan for you, we take into consideration all your needs as well as your financial goals. When you hire Sydne Proctor as your financial advisor for wealth management and financial planning, expect nothing by clear and honest communication from start to finish. We will always take the time to understand where you are coming from and give you one-on-one guidance on the next steps you have to take towards the growth and longevity of your wealth. To learn more about our financial planning solutions and various accounting services, contact us today and we would be happy to give you a free 30-minute strategy session.

Contact Us

I am excited to work with you and develop a solid tax plan for you. Together we will work to regain traction in your business, save more of your hard-earned money, and plan for your future. I have extensive experience in tax planning and will strive to give you the time, attention, and expertise you deserve. By leveraging my business and tax expertise, we will minimize your tax liability and maximize the success of your business.

So, let’s get to saving your money by implementing a tax savings plan. Sign up for a free 30-minute strategy session with me today.

* I will answer all calls within 24-hours.

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