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W. Clayton Tuggle, CFP®, CPA

Tuggle & Russell, LLC

3939 Belt Line Rd
Ste 215
Addison, TX 75001
Phone: (972) 788-4703
Fax: (972) 788-2837

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Business Taxes
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Insurance
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Startup
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Majority of services are fee-based.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.