These short 1-3 minute videos provide valuable information regarding financial topics.
Red, Yellow and Green Money - What mix is right for me? (mp4)Download
When should I take Social Security to receive the maximum benefit? (mp4)Download
Do you know your risk tolerance? (mp4)Download
How the Rule of 100 works for you. (mp4)Download
Need a secure place to store documents, pictures, etc online? Generational Vault is for you! (mp4)Download
Do you have a plan for future generations? (mp4)Download
Will your retirement accounts provide enough income for all your retirement years? (mp4)Download
It's not about how much you make, it's about how much you keep. (mp4)Download
How much Risk is necessary? (mp4)Download
Retirement is more than a pension and a gold watch. (mp4)Download
There is no charge. Todd is paid by the companies he works with, so 100% of your money gets working for you.
We try to make an appointment as easy as possible for you. If you would prefer Todd to drive to you he will. He has met clients at their home, a restaurant or other neutral location. The advantage of meeting at his office in Mora is accessibility to paper work and personnel if needed.
No. There are workshops offered periodically but they are strictly voluntary, with no obligation.