My Mission

With the demands on our time these days, it can be difficult for us to think about the future. It is precisely because of these demands that we must focus our attention toward what is truly important.

Many individuals and organizations struggle to make the proper preparations without knowing what they'll need for the future, whether it's investing, education funding or retirement solutions. My job is to know all about building future financial security for individuals and businesses.

- John Todd


Create a Retirement Paycheck With an Income Annuity

People are living longer and need to create income that lasts a lifetime. This video explains the role an income annuity can play in helping create guaranteed income in retirement


 

Investing for Your Future

With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. While most companies focus on individual transactions, we look at your bigger financial picture. Then, we'll recommend a mix of investments, and can monitor and manage them over time, to help you get to your goals. This video illustrates why it's so important to spread investments across various asset classes.


Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

John Todd works with his clients in every phase of retirement planning.

You’ll spend decades saving for retirement, but the ability to live the life you envision when you’re actually in retirement takes more than setting aside a certain amount of money. What steps can you take to help ensure your money lasts long enough? Watch this video to learn the six most common risks that can impact your financial security in retirement.


Guidance for Business Owners

For Your Business's Key Employees
Part of attracting and retaining the best executive talent involves offering a comprehensive benefits package. Executive Benefit solutions are designed to Recruit, Retain, Reward, and Motivate  key employees using innovative funding solutions. Contact John Todd to receive world-class, customized solutions for your business situation.

Succession Planning
John Todd helps companies establish Business Continuation and Succession strategies, while also addressing the design, financing, and implementation of  executive retirement plans and related benefits. John Todd consults with many types of businesses, from publicly traded companies to small, medium, and large privately held firms.

With a focused expertise on the business owner, John Todd can provide guidance for any of your business issues:

No matter where your business is within its life cycle, Northwestern Mutual recognizes that the goals you have for your business and personal life are intertwined. Watch this video to learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.


Estate Planning

John Todd understands that Estate Planning is a very personal process that involves both basic and advanced tools. The laws on estate taxes are constantly changing so having a plan is critical.

John O Todd III

Financial Advisor

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck