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
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.
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 stage of your business:
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:
The laws on estate taxes are constantly changing so having a plan is critical.