Dot Yandle Cpa Pfs Email & Phone Number

Charlotte, North Carolina, United States

As the President and Owner of Focused Wealth, LLC (formerly Dot Yandle's Financial Services), I specialize in delivering comprehensive and tailored financial planning services. Leveraging my experience and understanding of both tax intricacies and wealth management nuances, I lead clients on a personalized journey towards their financial objectives. My commitment lies in creating robust retirement income plans that prioritize tax efficiency, ensuring my clients not only meet but exceed their expectations and goals.• Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Registered Representative LPL Financial | 2022 - PresentThird-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.• Registered Representative Triad Advisors | 2013 - 2022• Registered Representative H.D. Vest Investment Services SM | 2002 - 2013• Registered Representative Allmerica Investment Management | 1999-2002Member FINRA/SIPC: For hyperlinks to FINRA and SPIC, please refer to the 'Contact Info' section above.

During my tenure as the owner of a CPA practice specializing in small business and individual tax planning, I focused on delivering exceptional services. Our primary focus was on providing clients with specific solutions, ensuring they not only received maximum tax benefits but also minimized their tax liabilities. Navigating the intricacies of complex tax laws, we were committed to guiding our clients through every step, making the financial landscape more accessible and helping them make informed decisions for optimal outcomes.