Your Financial Coach.
As a marathon runner and IRONMAN triathlete — Todd understands the importance of setting goals, having a plan to reach those goals, as well as having a coach to support and guide you.
The similarities between your fitness preparation and your financial planning are universal.
Set your financial goal — minimizing your taxes, buying a home, paying for an education, living well in retirement, planning your estate, or simply getting more out of life — and Todd will provide you with a personalized plan to coach you to your financial finish line.
Email Todd at: email@example.com to start maximizing your potential today.
Your IG Consultant works closely with you to proactively understand your financial needs.
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.