With a firm belief that many commonly accepted financial approaches rarely lead to optimum results, Todd is committed to teaching people how to employ the most advantageous methods and solutions to their specific individual circumstances.
Having many years of experience in high-tech engineering design and development of advanced manufacturing systems prior to transitioning to financial services in 2008, Todd brings a unique perspective to his advisory practice. With a keen eye for efficiency and optimization, for the past 10 years he has been helping his clients navigate the modern-day complexities of saving and investing for retirement, planning for future income, growing and protecting assets and understanding the variety of issues related to wealth management and distribution.
Todd says “While not exactly rocket science, the areas of Social Security, taxes and managing wealth and income have many complexities and interactions that must be properly understood in order to be effectively handled with the desired results.”
A native of suburban southeastern Michigan, Todd attended the University of Michigan where he graduated with honors earning a Bachelor of Science Degree in Mechanical Engineering. Founder and President of Juvonen Insurance & Financial Services, established in 2009, Todd also holds the National Social Security Advisor, NSSA, certificate, emphasizing specific expertise in Social Security benefits and claiming strategies. In his spare time he enjoys reading, motorsports, cycling, tennis, travel and spending time with family.
Events this person is involved with:
- Maximizing Social Security: MTJVCOE0917
- Maximizing Social Security: MTJVCOE0920
- Principles of Retirement Planning: PTJVCOE0929
- Maximizing Social Security: MTJVCOE0327
- Maximizing Social Security: MTJVCOE0402
- Tax Advantaged Planning: TTJVCOE0411
- Tax Advantaged Planning: TTJVCOE0417
- Principles of Retirement Planning: PTJVCOE0424
- Principles of Retirement Planning: PTJVCOE0430
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