Todd Turowski has a financial advising career spanning back to 1997. With a remarkable 26-year streak in the Leaders/Presidents/Chairman’s Council and recognition including the National Quality Service Award and membership in the Million Dollar Round Table, Todd has demonstrated excellence in the finance industry.
A graduate in Business from Concordia University, Todd holds certifications as a Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL). His motivation to pursue finance stems from his commitment to building genuine relationships and helping individuals achieve their financial goals holistically.
Specializing in income planning for retirement, investment management, and estate conservation, Todd's expertise is working with clients that are aged 55+ and with investable assets exceeding $500k. He excels in providing personalized roadmaps for retirement and guiding clients on income structuring and asset preservation.
What sets Todd apart is his genuine care for his clients' entire financial well-being. He prioritizes investing with a purpose, aligning recommendations with clients' goals, and offering a comprehensive suite of services and tools. Todd's independence elevates his fiduciary duty to higher standards compared to his competitors.
Beyond his professional endeavors, Todd volunteers at Southbrook Church in Franklin and enjoys personal interests such as boating, fixing things, playing hockey, and spending quality time with his family and grandchildren.
Reflecting on his practice, Todd finds deep fulfillment in the enduring relationships he has built with clients over the years. Their trust and reliance on his advice are the ultimate compliments, and he eagerly anticipates many more years of serving them with dedication and care.