Employee Benefits
Consulting, plan design, implementation and account servicing.
In San Diego, Todd Financial & Insurance Services is a financial advising and insurance firm specializing in employee benefit solutions. It provides financial advice and retirement planning, along with insurance products for individuals, families, employees and businesses. The firm evaluates existing health coverage and presents side-by-side comparisons. Its insurance offerings also include life, auto and home coverage for people and their property. Employee benefits consulting includes designing, implementing and servicing accounts of different sizes. Services are delivered with personal, one-on-one attention, and clients can request a consultation. The firm also provides financial planning with an emphasis on tax efficiency. Its founder has experience in financial planning and employee benefits, including work with Health Savings Accounts and corporate reimbursement programs.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Consulting, plan design, implementation and account servicing.
Health, life, auto and home coverage for personal and business needs.
Financial advice and planning for future retirement needs.
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