What Do Southern California Retirees Need for a Secure Financial Future? Tod Lenhoff Sheds Light on Their Financial Path
SAN DIEGO, Nov. 14, 2013 /PRNewswire/ -- If you stepped off a plane in Kotzebue, Alaska, for the first time you would say the exact same thing Tod Lenhoff said, "Why would anyone live here?"
This was a big change for Tod coming from a city like Los Angeles where he was an advisor to the entertainment industry and top level executives. He spent years advising on tax strategies, investment choices, insurance options, and retirement planning and now he was being asked by the Alaskan Government to coach the lnupiat Eskimos how to better run the finances of their small businesses. It was an exciting new adventure for Tod.
He never imagined as his students arrived by snowmobile from their villages that he would learn his most valuable lesson in advising from the Inupiat Eskimos. He had resisted for a while but one day Tod had to ask them what was it about this place that kept them in these harsh climates and desolate lands. The answer was simple "It's our home. This is where our family is." At that moment Tod learned the one thing that mattered most. Warm weather might be a nice luxury but it's family that counts.
Now with 30 plus years of advising under his belt, Lenhoff has a base of knowledge that many advisors don't possess. His credentials include CPA, Elder Planner, Certified Financial trainer and he's Securities Registered and Insurance Licensed. Tod Lenhoff Tax and Financial Services was founded in 1988 in San Diego, California. His knowledge in investment and financial advising combined with his experience in tax planning make a him an attractive advisory representative for retirees.
Real priorities, as Tod learned in Alaska, are what he focuses on when advising his clients. Tod doesn't like to talk about investing before talking to a new client about their family because that is what is important. He gladly shares his knowledge with clients in their first meeting because building trust is the most important thing.
The high cost of living in Southern California makes Tod's specialized knowledge even more powerful considering his clients must be extra careful to ensure they don't outlive their retirement.
"Helping clients prioritize their needs and goals and being very straightforward are the keys to helping them meet that challenge," Lenhoff says. It can take time to put these strategies together but Tod knows a solid plan from the beginning is necessary for a successful retirement.
Tod takes pride in the fact that most of his business is referral based. It's a sign he is changing people lives for the better; and that is what counts.
Registered Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 4400 MacArthur Blvd #230. Newport Beach, CA 92660. (888) 277-1974. Lenhoff Tax and Wealth Advisory Group, LLC and Capital Synergy Partners are Unaffiliated Entities.
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