Grow Your Retirement Confidence

We will help you create retirement income you can’t outlive.

When asked how we have exceeded their expectations and the main reason for working with our firm, Kelley B. stated:

“Todd has been so responsive, and he explains everything so well. I feel very safe having my retirement and investment accounts with him. Trust. Todd is very knowledgeable. Completely happy!”

Kelley B. is an investment advisory and insurance client and has not been compensated for this statement. Her experience may not be representative of all clients.

— Kelley B.

When asked the main reason for working with our firm, Mike and Sandy D. stated:

"We appreciate that Todd is always abreast of the current changes and presents it in a way that we understand. We are very well pleased and feel confident with Todd as our financial advisor. Honest, professional approach."

Mike and Sandy D. are insurance services clients who have not been compensated for this statement.

— Mike and Sandy D.

"Todd is always looking ahead to keep my portfolio in tip-top financial shape. And, he has an amazing way of explaining difficult concepts in understandable ways. I have trusted him for years!"

Sue is an investment advisory and insurance client and has not been compensated for this statement. May not be representative of all client’s experience.

— Sue

"Todd Made it all so easy from moving most of my 401k to a tax free account to show me what I needed to do to consolidate my debt. I would never have known to do those things! Friendly and helpful staff all geared toward helping me achieve my financial goals. I just can’t say enough. I am so grateful I learned of the seminar Todd was giving about women and retirement. It really has been fantastic knowing I really will be able to retire someday."

Karla K. is an insurance and investment advisory client, and was not compensated from this statement.

— Karla K.

Get Started in 3 Easy Steps:



Schedule a meeting to sit down with us and discover what your ideal retirement looks like.



Using The Green Line Game Plan, we’ll examine your current financial situation and determine your retirement needs.



Receive a custom strategy to help you reach your unique retirement goals.

How much of your retirement savings Can you afford to lose?


Does your portfolio have too much risk? Or not enough?

Knowing your risk score can help you make appropriate investment choices.
Find out your risk score with our Riskalyze tool!



"The No-Compromise Retirement Plan"

Overcoming the Compromises in Your IRA to Live a More Secure Retirement


Today’s retirement is different.

It’s not the final chapter in the book of life but rather the beginning ... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

Retirement Income