Todd Schuster advises clients on financial issues including retirement distribution planning, and risk management through portfolio diversification and preservation planning.
After spending several years in the corporate finance area – specifically the acquiring end of business credit card services - Todd followed his desire to help individuals pursue their financial goals and has since accumulated nearly 9 years’ experience in the Financial Services industry. He is a registered LPL representative and holds his Property & Casualty, and Life, Accident & Health insurance licenses.
Todd specializes in helping individuals transition from the accumulation phase of retirement planning to the distribution phase with a focus on securing income and preserving assets throughout retirement. He has extensive experience assessing extended care needs as well as developing wealth transfer strategies.