Who We Are The Todd Group is a dedicated financial advisory team that works with union Teamsters and working families to help them protect what they’ve earned and plan confidently for the future. With decades of experience in financial and insurance services, we understand the unique benefits, income structures, and retirement considerations that come with union careers. Our role is simple: help you make informed financial decisions at every stage of life.
What We Help You With Teamsters face important financial questions, especially around retirement, benefits, and protecting family income. The Todd Group provides personalized guidance in areas such as:
· Retirement planning, including pension, Social Security, and personal savings strategies
· Insurance planning designed to help protect your family and income
· Estate planning coordination to help ensure your wishes are carried out
· Investment strategies aligned with your goals and comfort level
· Tax-aware planning and everyday money management
We follow a clear, step-by-step process—analyze, recommend, implement, and review—so your financial strategy stays current as your life and career change.
Why Teamsters Choose The Todd Group Union members value working with advisors who listen, explain options clearly, and respect the work it took to earn their benefits. When you work with The Todd Group, you can expect:
· Guidance tailored specifically to union benefits and retirement plans
· Long-term relationships, not one-time transactions
· Straightforward explanations without confusing financial jargon
· Ongoing reviews to help keep your plan on track
Our focus is not on selling products, but on helping you feel confident about your financial future.
Experience You Can Trust The Todd Group is led by professionals with decades of experience in the financial services industry and a long history of working with individuals and families. Our advisors have earned respected industry recognition over the years, reflecting consistency, professionalism, and a commitment to serving clients with care.
Plan With Confidence If you’re a Teamster looking for trusted financial guidance for yourself or your family, The Todd Group is here to help you plan the road ahead—with clarity, care, and confidence.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. [www.SIPC.org [30 S Wacker Drive Suite 2700, Chicago, IL 60606 (312)347-1660] The Teamster’s are not affiliated with MMLIS.