Todd Financial isn’t the oldest financial planning firm in the Southwest, or the largest. Instead, we offer something different: truly customized financial plans built with the best products and services available, backed by personal service that’s “right around the corner.”

Personalized Process

Your financial plan should be as unique as you are. We’ll make sure it is. We start with our proven six-step process to learn about you, your goals, and your needs. Then we create a customized plan to match. We’ll make strategic recommendations, review all of your investment options, and implement the plan for you. Once your plan is in place, we’ll meet with you regularly to make sure your plan continues to match your goals.

The Best Products and Services

Todd Financial provides comprehensive financial consulting options. We have access to some of the nation’s largest and most-respected institutional money management firms, all of the most popular retirement plans, and auxiliary products including insurance and mortgages.

Right Around the Corner

We pride ourselves on our accessibility and service. We’re happy to meet with you any time. And, if you or your employees have a question or just need a quick piece of advice, we’re happy to help. Just call.

About Jerry Todd

Jerry Todd, Jr. owns and operates Todd Financial, a registered investment advisory firm. As a Chartered Retirement Planning Counselor (CRPC) and a Chartered Retirement Plans Specialist (CRPS), he has in-depth knowledge of the retirement planning process and related issues including asset management and estate planning.  Jerry has 14 years of experience and works directly with all clients to ensure they have the best financial plans and receive the dedicated customer service they deserve.