Schedule a call

"I have focused my career of 45 years on helping clients preserve their assets and income.My focus continues to preserve assets, reduce taxes and help clients live a quality life while helping them achieve their personal goals"

Colorado Springs, CO

Todd Bothwell

About Todd Bothwell

Todd started working in the financial services field over 45 years ago. He received his undergraduate degree in Business Administration at the University of Arizona and Masters in Business Administration from the University of Phoenix. Throughout Todd's career he has focused on integrating life, long term care preservation solutions, retirement, and investment solutions for clients. Todd has worked as a District Manager for a major life and securities corporation, a Division Manager for a life insurance company and an Executive Vice-President for a New York City investment management company.

Todd was also adjunct professor at Oglethorpe University teaching the Certified Financial Planner curriculum.

Todd has worked for the Department of Defense to provide financial advice to Military Service members, both with the Air Force and Army.

His company provides survivorship benefit planning, retirement planning, long term care and life insurance planning for Federal Employee's, Military Service Members and Civilians. Todd believes in continuing education and holds the Certified Long Term Care designation, the Chartered Life Underwriters and Chartered Financial Consultant® designations from American College.

Todd has been married to his wife Susan for 25 years and has 3 children and 7 grandchildren.