Todd Schuster

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.