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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 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 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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