Todd Doobrow

Your financial plan is about more than your investment portfolio, it’s about creating a sustainable plan for you to be financially efficient and positioned well for career and business success. I help my clients create a tailored plan that involves their overall financial health, goals, unique needs, and circumstances, to guide them towards financial freedom.

For many of my clients who own their own businesses, taxes are a major part of their yearly expenditures. I provide my clients with a plan to help them optimize their tax efficiency in both business planning and investment strategy, leaning on my decades of experience working with small business owners. Tax efficiency is an integral part of your business success.

One of the key components of a financial plan is tailored investment strategy. For my clients, Chief Investment Officer Rick Wedell builds tailored investment plans based on your needs. If you would like to learn more about Rick Wedell and our tailored investment platform, visit investsteadfast.com.

Many of you are business owners with unique needs. My extensive experience in practice management and business planning allows me to help you create a plan to build efficiency in your business. My clients are faced with challenging decisions every day, and I help them navigate those challenges and arm them with the knowledge and planning they need to make the best decisions for themselves and those who rely on them.

We all know things happen. Being prepared for unforeseen circumstances is paramount in building a plan that is nimble, effective, and most of all reliable. By helping my clients to be prepared, they can live knowing that their financial plan is built to withstand a storm.

Planning for retirement is an important part of your overall financial plan, as the decisions you make today will directly affect your life tomorrow. My duty as a fiduciary is put your interests first, and that starts by building a plan for the future. I can assist 401(k)s, 403(b)s, and non-qualified deferred compensation plans and their participants in making thoughtful decisions about their investment manager selection and plan design.

Your legacy is important. Having a plan to take care of those you love after you are gone is paramount. From charitable giving, to trust creation and business succession, I guide my clients through these tough questions so they can live fully knowing their families and loved ones will be taken care of when you are gone.