Todd Bowditch
Wealth Management Advisor|CFP®, ChFC®, CLU®, ChSNC®, WMCP®
Professional
I started my financial planning practice with Northwestern Mutual in 2012. I love being a small business because it gives me the flexibility to make decisions that lead to my own autonomy while helping our clients pursue their own financial independence.
I live in Oconomowoc with my dog, Ava. She is a cuddly Doberman that loves frisbees and hates vacuums. I inherited my sports loyalties from my father and my kitchen skills from my mother. I love travelling and trying new restaurants; I'm making the world better one 5-Star Google Review at a time!
The letters behind my name speak to the passion and commitment I have for the craft of financial planning. A sales-based process often relies on personality; a planning-based process requires depth and precision. I am particularly proud of the CFP® designation which speaks to my work as a Wealth Management Advisor on behalf of my clients. I am also proud of the ChSNC® designation which represents my commitment to having an impact in the field of planning for families with special needs.
Each of us has a finite amount of time, energy and resources to use to enrich ourselves and benefit those that we care about. The goal of financial planning is make sure that those resources are operating in alignment with what we truly value. We want each of our clients to know their destination in life while also feeling confident that they will love the journey
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
