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
2025-10-14T16:30:00
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.
2025-11-04T17:00:00
Navigating Decisions for Retirement Success
Start exploring your retirement options today, so you can feel confident about the years ahead. Join us for Navigating Decisions for Retirement Success, an exclusive conversation with Dr. Wade Pfau, where you'll learn how mastering retirement income management is key to making informed decisions that help you navigate the important challenges retirees face.
This discussion will help you feel more equipped to make smarter choices for the years ahead.
- Plan ahead to manage the potential need for care as you age.
- Discover simple tax strategies you can use now to help reduce or avoid future tax surprises.
- Find out how setting up a trust can help you protect and fulfill your wishes, both now and in the future.
Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. 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. For more information visit Thrivent.com/social. 7289030.1
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
Busting Seven Myths About State 529 Plans
Families often underestimate the value of starting a 529 plan early. Whether your child is in pre-K, middle school, or high school, now is an ideal time to take advantage of the plan’s tax benefits and compounding growth. A proactive approach today can significantly reduce the financial burden of tomorrow’s college expenses. Offered through a brokerage arrangement with Thrivent Investment Management Inc. 529 college savings plans are not guaranteed or insured by the FDIC and may lose value. Consider the investment objectives, risks, charges, and expenses associated before investing. Read the issuers official statement carefully for additional information before investing. Investigate possible state tax benefits that may be available based on the state sponsor of the plan, the residency of the account owner, and the account beneficiary. Consult with a tax professional to analyze all tax implications prior to investing. For additional disclosure information, see Thrivent.com/social. #CollegeSavings
One Big Beautiful Bill, One Big Question: Will We Keep Giving?
For families, now is the perfect time to make philanthropy a shared value — inviting the next generation into giving decisions and meaningful conversations. The One Big Beautiful Bill may influence how we give, but it doesn’t change why we give. 💜 No products will be sold. For disclosure information, see Thrivent.com/social. #Philanthropy #Generosity #TFAThrivent
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.