Todd Financial Services was formed in 1988 as an independent agency to serve those looking to partner with an advisor who values relationships. Focusing on the person first, their personal values and dreams allows for sound decision making for the money.

“The best reward for doing this work is to hear a client say, I have really made a difference, not just with the money, but with life planning issues as well.”
             Elaine Todd

Services

• Retirement Planning

• Income / Cash Flow Planning

• Investment Advising

• Insurance Audits

• Fee Only Service Available

• MEDICAID Planning

• Funeral Trusts

Products

• Life Insurance

• Disability Income Insurance

• IRA's

• Long-Term Care Insurance

• Mutual Funds

• Annuities: Variable & Fixed

Workshops [Schedule]

• Money Management 101

• Basic Investing & 401(k)

• Understanding Long Term Care Insurance

• Preparing for the Unexpected

• Too Young to Retire - Transitioning for "What's Next"

• Schedule of Workshops

MISSION

Helping you chart a path to possibilities to make the most of the rest of your life and money

About Elaine | Articles & Books | Contact | Getting on the Path | Links | Legal | Services | Home

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