Tod Phillips, ChFC, CLU
Tod R. Phillips has been a financial consultant for over 30 years and specializes in providing a broad range of investment opportunities that are designed to assist his clients in pursuing their retirement goals and distribution planning needs once they have reached retirement.
Tod works with individuals, business owners and key executives to develop strategies in the following areas:
- Retirement Plan Selection and Evaluation
- Wealth Accumulation and Distribution
- Investment and Asset Allocation Planning
- Estate Planning
- Life, Disability and Long Term Care Insurance Options
- Business Succession Planning
Tod helps his clients seek financial freedom and independence through establishing clear goals and financial discipline. He works with his clients to prepare a plan that takes into consideration their goals, unique needs, time frames and risk tolerance. Tod is committed to educating his clients so they make well-informed decisions and find meaningful financial solutions for their retirement years.
Backed by a team of dedicated professionals and a company committed to service, Tod takes a long-term relationship approach to working with his clients.
Tod holds a Bachelor's of Science in Economics from Hanover College. He also received the designations of Chartered Financial Consultant and Chartered Life Underwriter. He is an active member at the Novi United Methodist Church. .
Tod resides in Novi, MI and has two daughters, Lara and Kimberly.