Helping Preserve The Fruits of Your Labor
Todd Kiry resides in Hammonton New Jersey and has been in the Financial Services industry for over 20 years. Todd works with a team of other advisors with a combined experience of over 45 years in the financial industry. Todd graduated from Rutgers University with a degree in Finance.
From the Desk of Todd Kiry:
As an Independent Financial Specialist, I am dedicated to learning your personal and financial goals before ever starting the planning process. Everyone’s economic and life situation is unique and different which is why I use a macroeconomic financial model when discussing one’s finances. There are decisions that we make in one area of our finances that may have a “domino effect” somewhere else in our finances so it is very crucial to address your current and future objectives.
I believe that personalized service is essential when matching clients with the right financial security product or service. Together we will use your goals and aspirations to build a safe and sound financial plan.
Education, Planning and Implementation:
I understand my clients are in different stages of their financial life; financing a college education, planning for retirement and even re-evaluting their current financial situations, which is why every financial plan deserves an individualized plan. Once we have gone through the steps together in defining and implementing your goals, my job is not done. I am always availabel and will continue working with you through semi-annual or annual reviews. We will make sure that everything is working correctly and is moving forward according to plan.
If you have questions about your current plan or have a question about a specific financial product please contact me. We will set up a time to meet to review your needs and address any questions you may have.
