Elaine Todd, LUTCF, AAMS, CSA, RFC, CRPC

26 YEARS EXPERIENCE! Life Underwriter Training Council Fellow Accredited Asset Management Specialist Certified Senior Advisor Registered Financial Consultant Chartered Retirement Planning Counselor "In the depth of winter, I finally learned that within myself there lay an invincible summer." - Albert Camus

Celebrating twenty-five years of practical experience in insurance and retirement planning, I enjoy applying a “Spirit of Life” style of planning.  This method helps people identify and articulate life goals and dreams and the personal legacy they wish to leave their heirs.  I am a graduate of the Life Underwriter Training Council, (LUTCF); Investment Advisor Representative, (IAR), Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist, (AAMS);  Registered Financial Consultant,(RFC); Certified Senior Advisor (CSA); and Certified for the Indiana Long Term Care Partnership Program.

Another dimension to my Retirement Planning Practice is acting as facilitator for the 2Young2Retire course.  This is a four-week interactive course designed to enlighten and inspire a generation of people who are seeking “what’s next” in life.  Be sure to click on the 2y2r button on this website for more information and class schedule announcements.

In 1996, I formed Blazing Star Press and self-published ALL TOGETHER NOW; Records Instructions and Wishes For Those You Love. This book helps organize and record your wishes for healthcare and the many important details not included in your Last Will and Testament. For example, a place to record a list of your assets, advisors and doctors, where important papers are kept, where the lock box key is hidden, who gets the pets and how to care for them, and preferences for long term health care and funeral arrangements. Family stories are a treasure we easily let slip from memory, so there is a section to
record them as well as five generations of the family tree. This book is one of the most helpful and loving gifts you can give to your family!   Go to Books and Articles on this website for more information about  ALL TOGETHER NOW.

Over the years, many have found value in my workshops on Investing Basics, Planning for the Unexpected, Life Transitions, Retirement Planning and Budgeting.  I enjoy meeting and making new friends in the local and surrounding communities as well as traveling to meet clients, their family and friends around the country.

I am a past President of the Lafayette Association of Insurance and Financial Advisors and the Professionals in Communication. Serving on the Board of Directors of Wesley Manor Retirement Community in Frankfort, Indiana for 9 years was a blessing as well as an education in eldercare and the trends in healthcare for the aging population. Currently, I serve on the Finance Committe and the Foundation Board for the Lafayette YWCA, Vice President of the Indiana Care Circle and member of the Association of Women Business Owners.  Hobbies include reading, writing, gardening, kayaking and quilting. I am a member of the First Baptist Church in Delphi, IN.  Married 33 years with 3 children who long ago left the nest and were replaced by an ornery cat.  Our children and family live in CA, AZ, TX, FL and IN, so we have lots of wonderful people and places to visit family throughout the year!  And I love being Grandma!

 Helping people chart a path to possibilities for making the most of the rest of their life and their money!