There are many important financial decisions that must be made throughout someone’s life.
Georgia United Retirement and Investment Services, located at Georgia United Credit Union, is available to help members with all
their financial needs.
Whether you’re a newly married couple, parents planning for a child’s education, a worker planning for retirement
or someone facing an unexpected job change, a financial advisor can help you work toward your financial goals.
Work with Someone You Can Count On
Regardless of where you are in life, the right tools and financial products can create a plan to help you work toward
your unique financial goals. It’s easy to get started with the products and services that
Georgia United Retirement and Investment Services offers.
- • Retirement Planning • Education Funding
• Investment Planning
- • Estate Conservation
• 401(k) Planning • Wealth Management
- • Insurance Planning
Todd is a Registered Representative of LPL Financial. As a LPL Financial Advisor, Todd is
qualified to provide professional assistance, experienced, courteous service and quality financial products.
Education
- Bachelor of Business Administration - New Mexico State University - Las Cruces
Personal
- Todd and wife, CarolAnne, have raised 4 sons and a daughter and are now blessed with 10 grandchildren
- Todd and CarolAnne live in Hixson, TN
- Todd and CarolAnne enjoy spending time with our family, hiking, camping, and exploring the beauty of Tennessee and surrounding states.
A Roadmap for the Future
Together, we'll help you build your roadmap for the future. We will create a plan based on investment and preservation principles to help you work toward your financial goals.
- Gather Information - We'll explore your goals and aspirations together in order to carefully create a plan tailored to the unique needs of you and your family.
- Analyze and Recommend - By closely considering your financial wants and needs, we will evaluate your options and share our recommendations with you.
- Implement - We'll provide you with guidance on financial solutions designed to help you work toward your established financial goals.
- Review - We know that people, economies and circumstances change. That's why we are always available to discuss your options with you and encourage periodic reviews to ensure your plan is moving effectively and make any appropriate adjustments, as needed.
Capability Meets Confidence
Let us help you work toward your financial objectives by sharing your goals with us. The information you share
with us helps us accurately assess your financial potential. Any and all information you share with us is kept strictly
confidential, as is required by law. You can count on us to serve you with integrity and respect.
Your investments and insurance should fit your overall plans and goals, so the most important part of your
financial plan is you. In order to set you up for success, we’d like to see your complete financial picture. We ask that
you provide current, accurate information on your financial situation including:
- Bank and brokerage account statements
- Employee retirement and benefit statements
- Federal and State income tax returns
- Financial Goals and Objectives
- Insurance Policies
With Georgia United Retirement and Investment Services, you’ll receive advice and recommendations personalized for your
individual goals and financial circumstances from an experienced and caring financial advisor who knows you well.
