Todd Financial Associates
We use our extensive expertise and work diligently to thoroughly understand our clients’ needs, so we can provide smart solutions and precise advice while delivering a high level of service and integrity.
We use our extensive expertise and work diligently to thoroughly understand our clients’ needs, so we can provide smart solutions and precise advice while delivering a high level of service and integrity.
Our Story
At Todd Financial Associates, we work with experienced and inexperienced investors, families, small businesses, retirees and soon- to-be retirees, and people looking to establish a plan for their future. Each client has access to all team members and the expertise each team member provides.
Our team
How we work with you
To best align your plan with what’s important to you, we can help you:
- Understand your current situation and map out your future priorities.
- Set actionable goals based upon your needs, wants and wishes.
- Move forward with confidence to get you where you want to go.
Our solutions
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Events
2025-06-24T17:00:00
Savvy Social Security
- When should I file for Social Security benefits?
- Will I pay taxes on my Social Security benefits?
- If I file and continue to work, how will my benefits be affected?
When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.
No products will be sold. See Thrivent.com/social for additional disclosures.
2025-07-15T17:30:00
Market and Economic Update
Wondering how to navigate current market conditions?
Join us for a livestream of our Market & Economic Update. Our investment leaders will share their insights and guidance to help you navigate the markets in today’s economy. You’ll get their up-to-date perspective on the health of the economy, inflation and interest rates, and the current outlook for smaller companies across the U.S.
Don’t miss this opportunity to learn what the latest economic trends could mean for you.
No products will be sold. Thrivent.com/disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.
2025-08-19T17:00:00
Key Milestones on Your Journey to an Empowered Retirement
How do you envision retirement? While there are many answers to that question, the key is to dare discover what’s right for you. Anticipating the milestones you face – as early as age 50 and continuing into your 70s – will help you prepare. At Key Milestones on Your Journey to an Empowered Retirement, Heather Schreiber shares ways to save more, reduce taxes, and make the most of Social Security.
No products will be sold. Heather Schrieber is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Heather Schrieber are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
News and insights
Disability Insurance
Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG For disclosure information, see Thrivent.com/social.
Office information
Operating Hours:
M–F: 9 a.m. to 5 p.m.
Operating Hours:
M–F: 9 a.m. to 5 p.m.
Phone:
412-492-1788Operating Hours:
M-F: 9 a.m to 5 p.m.