See what people have to say about working with Todd
Unexpectedly our house and cars were destroyed because of Hurricane Harvey. We lost so much.
Luckily we had access to money in our IUL!
Now we've replaced our cars and our money is still working for us.
Since my income is sporadic as a real estate agent, I needed a financial plan that was flexible. Todd designed a plan for us that works great because I can make contributions when I have a good month.
When money gets tight I can access my retirement savings without early withdrawal penalties and taxes.
Todd really understood our needs and designed a plan that was perfect for our family!
Working as an independent Physical Therapist and entrepreneur I knew that I had to set up my own retirement plan. In the back of my mind, I had a constant nagging that I needed to set up a retirement plan, but I kept putting it off.
One day I finally took action and called Todd. He was great to work with. He really listened and understood my family's needs and goals. Todd created a simple financial roadmap that is perfect for us!
I highly recommend taking action and talking with Todd.
Let's Write Your Story
To meet your goals these are the steps to follow:
- Schedule a Free consultation with Todd
- Write your Financial story together with Todd
- Create a roadmap that will get you to the end of the story that you want to write
- Implement your plan
- Regularly review your progress
The steps are simple. Taking action to get started may be the hardest part.
We'll work together for years to make sure you can navigate the challenges of life in order to make it to the end of the story that you write.