My target audience are individuals and couples approaching retirement or retired with liquid assets (stock, bonds, annuities, cash) 401k, IRA, Non qualified accounts.
My competitors would be Financial institutions in the Banking industry, Brokerage industry, and Insurance industry along with other independent financial advisers.
Toddy & Associates, Inc is ideal for investors who are looking for stability and predictability in their financial portfolio's with a focus on growth & income, tax efficiency, and legacy planning i.e. Multi-Generational IRA & Roth concepts
Toddy & Associates, Inc. brand image most convey Stability, Ethical, trustworthy and capable to meet the challenging economic times affecting retirement savings.
Toddy & Associates, Inc logo will be used in all aspects of marketing, print, digital, biz cards, folders, letterhead, website, video, social media