Say YES to a complimentary strategy session to get a second opinion! There is no time like the present to get a second opinion on your retirement.
This seminar will cover:
Analyzing your risk tolerance
Understanding your Social Security
Creating Retirement Plans
Minimizing your income taxes
Complete the registration form and reserve your seat at this informative seminar.
President and CEO of Brokerage Specialist
PERSONAL: Todd is a life-long resident of Nebraska. Todd and his family are members of the Third City Christian. Todd enjoys ushering at his church, since this is a great way to help meet people from all walks of life and help them find a seat, and to learn to live in a Christian way.
PROFESSIONAL: Todd received his LUTCF designation through financially accredited provided by the National Association of Insurance and Financial Advisors. Believing that continuing education is important in our quest to provide the best service to our clients, Todd completed The Nebraska Edge/NxLevel training programs for entrepreneurs. Todd’s newest title is Investment Advisor Representative. Todd understands the importance of ensuring our clients receive all the information they need in order, to make an informed decision that best meets their specific situation. Additionally, Todd works with 403b plans, assisting teachers, & other public employees in Nebraska to build their retirement savings. Todd is the founder and President of Brokerage Specialists a Registered Investment Advisor Firm. Our Income Advisory Program helps our clients get return on their investments in any kind of “Market Cycle”. Todd specializes in helping our clients to protect their retirement assets. Our firm’s focus is to help our clients before and after retirement to receive safe alternatives to risk-based investments. Todd believes that competitive returns don’t have to compromised by risk! You can reach Todd at our office (402) 461-8092 or (308)398-0037. Todd would also be happy work by email at Todd@brokeragespecialists.com. In addition we offer free attendance to our complimentary seminars across Nebraska.
Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Brokerage Specialists, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Brokerage Specialists, Inc. is not affiliated with or endorsed by The Social Security Administration or any government agency.
Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.