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401k by David T. Yu, AIF®

Optimizing Tax Efficiency

For CPAs...

Contact

Office: 954-933-6565

Mobile: 954-658-9738

Fax: 954-653-3151

3343 West Commercial Boulevard

Suite #107

Ft. Lauderdale, FL 33309

Series 7, 66

david.t.yu@dtywealthplanningsolutions.com

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Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and DTY Wealth Planning Solutions are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

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