Broker Check

Jim Toddy


I believe my approach adds a broader perspective to all I do and provides increased benefits to my clients.

I can help you address:

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

I 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?

At, Toddy & Associates, Jim 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

Owner

(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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