C. Elaine Todd
LUTCF,
AAMS, CSA, RFC, CRPC
TODD
FINANCIAL SERVICES, LLC.
839 Main Street, Suite 360
Lafayette, IN 47901
Celebrating twenty-four years of practical experience in insurance
and retirement planning, I enjoy applying a “Spirit of Life” style
of planning. This method helps people identify and articulate life
goals and dreams and the personal legacy they wish to leave their
heirs. I am a graduate of the Life Underwriter
Training Council, (LUTCF); Investment Advisor Representative, (IAR),
Chartered Retirement Planning Counselor (CRPC), Accredited Asset
Management Specialist, (AAMS); Registered Financial Consultant,(RFC);
Certified Senior Advisor (CSA); and Certified for the Indiana Long Term
Care Partnership Program.
Another dimension to my Retirement Planning Practice is acting as
facilitator for the 2Young2Retire course. This is a four-week
interactive course designed to enlighten and inspire a generation of
people who are seeking “what’s next” in life. Be sure to click on the
2y2r button at
www.lifeandmoneymap.com for more information and class schedule
announcements.
In 1996, I formed Blazing Star Press and self-published ALL TOGETHER
NOW; Records Instructions and Wishes For Those You Love. This book
helps organize and record your wishes for healthcare and the many
important details not included in your Last Will and Testament. For
example, a place to record a list of your assets, advisors and
doctors, where important papers are kept, where the lock box key is
hidden, who gets the pets and how to care for them, and preferences
for long term health care and funeral arrangements. Family stories
are a treasure we easily let slip from memory, so there is a section
to record them as well as five generations of the family tree.
This book is one of the most helpful and loving gifts you can give
to your family! Go to
www.lifeandmoneymap.com
for more information about ALL TOGETHER NOW and a link for ordering.
Over the years, many have found value in my workshops on Investing
Basics, Planning for the Unexpected, Life Transitions, Retirement
Planning and Budgeting. I enjoy meeting and making new friends in
the local and surrounding communities as well as traveling to meet
clients, their family and friends around the country.
I am a past President of the Lafayette Association of Insurance
and Financial Advisors and the Professionals in Communication.
Serving on the Board of Directors of Wesley Manor Retirement
Community in Frankfort, Indiana for 9 years was a blessing as well
as an education in eldercare and the trends in healthcare for the
aging population. Currently, I serve on the board of the Association
of Women Business Owners as membership co-chair. Hobbies include
reading, writing, gardening, kayaking and quilting. My church
affiliation is Baptist. I am married with 3 children who long ago
left the nest and were replaced by 2 ornery cats. My
step-granddaughter is a graduate of Ball State University (which
hardly seems possible for her to be grown up!) and my son and his
wife just had their first child (a beautiful boy) in August of
2006. Being a parent and a grandparent is what life is really all about!
Helping people chart a path to possibilities for making the most of
the rest
of their life and their money!
Favorite Quote:
"In the depth
of winter, I finally learned that within myself there lay an
invincible summer". –Albert Camus
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Adviser not licensed in all States. Advisory
Services are Provided through Creative Financial Designs, Inc., a Registered Investment
Adviser, and Securities are Offered through cfd
Investments, Inc., a Registered Broker/Dealer, Member
FINRA/SIPC,
2704 South Goyer Road, Kokomo, IN 46904 765.453.9600.
Todd Financial Services is not owned or
controlled by the cfd companies
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