A Family Business: Meet the Todds
For decades, my family has been committed to equipping business owners and executives with the resources they need to create a successful future for themselves and their families. Our story began in 1918 when the unexpected loss of my great-grandfather left my grandfather as the sole provider for our family. Luckily, my great-grandfather had purchased a life insurance policy prior to his death that left them secure for life and showed my family the importance of developing a financial plan. This eventually inspired my grandfather to enter the industry in 1931 with the intention of spreading awareness for the importance of financial planning and the goal of helping other families like ours get access to comprehensive yet uncomplicated financial services.
I have been honored to continue the legacies of my grandfather and father since 1995, and to welcome my son, Jack Todd, into this multigenerational business. Our expertise is rooted in our passion for empowering individuals to live the life they have always dreamed of.
Our Commitment to You
As an executive or business owner, you have greater things to worry about than solidifying your financial plan. That’s why for four generations, we have been committed to asking the right questions to tap into your unique goals while striving to provide the highest level of service on the market.
We work proactively as your personal CFO to ensure that you feel secure in your financial future and that you are actively working towards your long-term goals. As the market evolves, we ensure that your plan evolves with it so you can feel confident that you are making informed financial decisions and maximizing your potential for success.
What you can expect:
Excellence, Commitment, Proactive Communication, Trust, Accuracy & Thoroughness
