EP 046 Todd Bryant, CFP®, ChFC®, CLU®., AIF®, Founder Partner Signature Wealth Advisors, LLC.

Todd Bryant, Founding Partner with Signature Wealth Advisors, LLC., leverages the support of a large and well-established organization, while still offering an intimate environment to work with clients to achieve their financial goals. Todd started his career in finance as a Financial Representative at Northwestern Mutual. Over the years, he continued his financial education and is a Certified Financial Planner™ Practitioner CFP®, Accredited Investment Fiduciary AIF®, Chartered Financial Consultant ChFC®, and Chartered Life Underwriter CLU®. He holds the Series 6, 7, 63, and 65 investment licenses and the 215-insurance license. In our conversation, Todd share insights on his journey including: ·        The story that propelled him to help people. ·        Unique approaches to marketing. ·        The urgency of planning for retirement that people overlook. ·        The mistake of thinking selling a business will be the retirement plan. ·        The process of preparing for retirement. ·        How working with a professional keeps people’s financial goals on track. Enjoy the show! Connect with Todd: Website: https://www.signaturewa.com/ LinkedIn: https://www.linkedin.com/in/toddabryant/ Connect with Gary: Website: www.sbadvisors.cc/ Facebook: www/facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices