Todd Stanard Cfp®, Chfc® Email & Phone Number

Since entering the financial planning profession in 1994, Todd has focused on putting the interest of others first. In 1994, Todd was a part of an independent Registered Investment Advisor and affiliated with a large broker/dealer. This provided him the ability, training and culture to thoroughly understand the objectives & potential solutions for the people he served in the planning areas of retirement, income tax, business succession, estates, investments, cash flow & debt management as well as foundational risk management. The focus on objectives allows the people he serves to have a clear destination for their happiness, independence and their family’s security knowing there is a team of people there to support them in their changing circumstances while staying focused on their lifelong goals.After gaining an understanding of the objectives, Todd’s process focuses on gaining as much knowledge about the person, family and business as possible. By understanding the future destination and the current “whys, hows, and whats” of their situation in a cross disciplinary and comprehensive fashion, Todd is able to identify obstacles, coordination gaps and opportunities that exist in their current situation as well as quantify the shortfalls to their objectives and the value ahead of them.From there, Todd and his team focus on providing an optimal relationship between the comprehensive tools and strategies available through the Financial Planning Profession and the cash flow, assets and opportunities that are before them. This has allowed many of his clients to realize the difference between have things merely done, in place or started versus having them as well as possible could mean significant savings and accomplishments depending on their situation.

Listed skills include Investments, Retirement Planning, Financial Planning, Wealth Management, and 26 others.