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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Toddy & Associates, Inc. has helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

James Toddy

President & Founder

(800) 940-0469

Jim@ToddyandAssociates.com

Jim relocated to Arizona from Grand Rapids, Mi in 1991 and has built his practice in the Valley of the Sun for over 20yrs, encompassing all facets of the retirement planning process. Starting in the industry initially working with...

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Carl McPherson

Office Manager

(480) 636-1953

Carl@ToddyandAssociates.com

Carl relocated to Arizona from Allegan, Michigan in 2010; while seeking a way to improve the fiscal situation for his family. Carl has been assisting Toddy & Associates, Inc. as the office manager since the summer of 2012.Carl attended...

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Tanya McPherson

Office Assistant

(480) 636-1953

Info@ToddyandAssociates.com

Tanya arrived in Arizona in the summer of 2010 while transferring her medical transcription home-based business with her and home-schooling her pre-teen daughter. Tanya has been with Toddy & Associates, Inc. as an office assistant...

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