Profoundly aware of the psychological issues affecting each individual’s relationship with money, Todd knows how to educate and empower people to make them comfortable with their finances. His gentle, nonjudgmental approach put me instantly at ease. His innovative methods allowed my creative brain to easily grasp concepts that used to scare me. HIGHLY recommended as an educator/speaker/consultant.”

    - L.O., 11/2006

"Thank you again for your encouragement and the forwarded motivational words of wisdom. I keep reminding myself that it is not the destination, but the journey that is important."

    -C.M.,  2/2007

"I know that your kindness, concern and assistance has helped me tremendously. I look at it like an investment for my future and my children's future."

    -C.M.,  3/2007

"Talked to Todd this morning -- what a gem!  He might not use the same words but I realize we are "Clean Sweeping" my financial life.  Also love that he believes my current money will outlive me -- that bag-lady really did bite the dust!  I thank you again for referring me to him."

    - M.K., 12/2007

Looking for an answer to a specific financial question? Check out our learning center or contact us for a complimentary consultation.

Are you an Individual? Learn more about personal financial planning.

Are you an employer? Learn more about employee benefit solutions.

Are you a client-driven organization? Learn more about member solutions.

Are you a religious organization? Learn more about our ministry services.

Read some of our newer financial planning articles and strategies.

"Ten Myths of Financial Planning"

"The right and wrong ways to invest $20,000"

"Now is the time to talk money"

"Money can make us happy"

"Create your own stock portfolio for less than a night at the movies"

We also have more articles in our resources area.

Kick$start Your Financial Future Teleseminar! Hear from three industry experts for 90 engaging minutes of great financial content for only $15.00. Read more.

Financial Planning                     

Insurance Planning

Retirement Panning       

Investment Planning                      

College Education Planning             

Estate Planning

Small Business Planning

Financial Education Services