Our Process

Our Process

Our mission is to create financial clarity, purpose, and direction in the lives of those we serve. Through an ongoing “integrated” financial planning process, we offer unparalleled service to ensure our client's most desired future. We are bound by a commitment to quality, trust, and integrity to the highest degree, without exception.


Wealth Optimization GIF (Fee-Based Planning)
Copyright 2019 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company. Todd & Gaines Integrated Wealth Planning offers fee-based planning via Jeffrey Todd.