Todd Financial Services, LLC now merged with Gettings Reed Financial Services, LLC
I am now an official member of the Gettings Reed Financial Services team. Bill Gettings and I have known each other for over 33 years and for the past twelve years we have both been with the same Broker/Dealer, CFD Investments, Inc. The transition will continue through 2017 as I introduce clients to Bill and the team who I will be providing excellent service and additional years of knowledge. We are "Celebrating what is and envisioning what is to come!".
Thirty--three 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); Certified Senior Advisor (CSA); and Certified for the Indiana Long Term Care Partnership Program.
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.
In October, 2012, I co-authored the book, A Medicaid Story, to help people have an understanding of the complex Medicaid process.
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. Past President of the Indiana Care Circle and member of the Association of Women Business Owners and Lafayette Rotary Club. Hobbies include reading, writing, gardening, kayaking and quilting. I am a member of the First Baptist Church in Delphi, IN. Married 37 years with 3 children who long ago left the nest and were replaced by an ornery cat. Our children and family live in CA, TX, FL and IN, so we have lots of wonderful places to visit family throughout the year! And I love being Grandma!
Helping clients write their financial memoirs with a happy ending!