JDT Advisory LLC

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JDT Advisory LLC

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from JDT Advisory LLC, Business consultant, Colleyville, TX.

JDT Advisory serves business owners who want to build business value, reduce taxes, and position themselves for a lucrative exit using our proprietary Wealthpreneur System.

07/07/2025

Your retirement accounts could be significantly impacted by an important development at the SEC.

The Office of the Investor Advocate is investigating the potential effects of allowing private investments within retirement plans.

This move could unlock new opportunities for diversification and growth, but it would also reduce transparency and increase fraud potential.

Could big changes be on the way for your investment portfolio?

This move could signal coming changes in SEC regulation regarding private markets.

07/06/2025

As members of Generation Z (age 13 to 28) are entering the workforce, a small percentage of them are becoming HENRYs: High Earners, Not Rich Yet.

What impact could this demographic have on your business or even your family?

These insights into their financial behaviors, career paths, and housing choices can help you and your business effectively connect with and serve this influential generation.

A small slice of Gen Zers are HENRYs, meaning that they're high earners but not rich yet. Some Gen Zers feel they need to be making $200,000 to feel secure, and many feel stressed over money. Gen Z HENRYs are more likely to be married, self-employed, and rent homes than the generation overall.

07/05/2025

Are you or your customers thriving financially without feeling “rich”?

This phenomenon is more common than you think, driven by soaring costs for housing, education, and everyday expenses.

Understanding this financial paradox can empower you to better serve your high-earning customers while also bolstering your own financial security.

By many measures, the most affluent Americans are thriving. But $250,000 doesn’t mean what they thought it would.

07/03/2025

The Oklahoma City Thunder won an NBA championship with unwavering patience and long-term investment in their team culture.

Like the Thunder, you can prioritize deliberate development, consistent ex*****on, and stable leadership to build a truly resilient and prosperous enterprise.

For championship-level results, embrace this team’s #1 secret: consistency.

Continutiny and patience paid off for the Oklahoma City Thunder—and they can do the same for your business

06/24/2025

For many high-net-worth couples, creating a Spousal Lifetime Access Trust (SLAT) can be a powerful way to enjoy and tax-efficiently transfer generational wealth.

This irrevocable trust allows one spouse to gift assets to the other, which prevents all future appreciation from being subject to the Death Tax.

It enables you to have your cake and eat it too by safeguarding assets for future generations without sacrificing current financial security.

Could implementing a SLAT help you save millions of your family’s wealth?

High-net-worth couples have no shortage of tools and strategies at their disposal to lower their tax obligations and pass on their wealth.

06/21/2025

One physician-investor couple replaced the income from their demanding 80-hour work weeks with a portfolio of over 100 cash-flowing rental properties.

They discovered 6 ways to utilize real estate investing to unlock true time freedom and build significant wealth.

Strategically implementing these techniques can help you transform rental properties into a dynamic engine that generates income and equity.

Letizia Alto and Kenji Asakura built a rental property portfolio to achieve financial freedom. In 2015, the couple set a goal of replacing their clinical incomes with real estate cash flow. They describe the six main ways to make money in real estate, from appreciation to tax benefits.

06/20/2025

Are you chasing investment alpha while overlooking wealth transfer planning alpha?

This far more certain and impactful type of alpha is the amount of money saved from taxes that stays with your family.

This benefit is far more guaranteed than market outperformance. Unlike the often-disappointing pursuit of investment gains, proactive wealth transfer planning demonstrably reduces tax burdens and secures your legacy.

The best-kept secret in wealth management? Estate planning alpha. Here’s why it may matter more than investment returns.

06/19/2025

As a successful Wealthpreneur, you have poured your heart and soul into building a thriving business.

But is your personal wealth keeping pace? It can be easy to fall into the trap of neglecting your personal wealth building in favor of working harder on company growth.

These 10 strategic wealth creation habits can help you avoid this fate and ensure your personal wealth grows alongside your business.

Without intentionally building personal wealth, you could have a successful business and nothing to show for it.

06/17/2025

Emotional intelligence can help you build charisma, communication skills, and leadership qualities.

The most successful Wealthpreneurs combine their analytical intelligence with soft skills like creativity, ingenuity and outside-the-box thinking.

Could patience, a crucial part of emotional intelligence, encourage you to strategically pause as you pursue your goals?

Here's a look at the qualities that set billionaires apart from regular entrepreneurs, including relentless drive, emotional intelligence and a strong tolerance for risk.

06/16/2025

Entrepreneurship is a risky endeavor, but real estate can be a practical hedge.

Investing in real estate can help you build equity over time through appreciation, earn recurring passive income, increase tax advantages, and create financial security separate from your business.

If you are looking for an excellent foundation for long-term wealth, real estate investing could be your ticket to success.

Investing in real estate is definitely not just for tycoons. Learn more about where to begin and how to detect opportunities to set you up for future success.

Address

Colleyville, TX

Website

http://jdtadvisory.com/

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