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: firstname.lastname@example.org to start maximizing your potential today.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
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.