7702 E Doubletree Ranch Rd #300, Scottsdale, AZ 85258
800-940-9407
jim@toddyandassociates.com
*Six fundamental financial planning considerations include but are not limited to Longevity, Liquidity, Inflation, Market, Mortality, and Taxes.
Securities and Advisory Services are offered through United Planners Financial Services, a member FINRA/SIPC. Toddy & Associates, Simplicity Wealth and United Planners are independent companies.
Jim Toddy is registered to conduct securities business in AZ, CO, FL, MI, MN, NV, NC, ND, TX. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced.
Insurance-related services may not be provided to individuals residing in any states other than AZ, FL, MI, MN, NV.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
Links are provided for informational purposes only and should not be viewed as endorsement, sponsorship, solicitation, or other affiliation with respect to any third parties or their content. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
© Simplicity Group. All Rights Reserved. SWG 3761084-0724