Sunday, September 05, 2010

Welcome to Todd Washburn Solutions, LLC!


Are you interested in:
  • Recovering from the “Great Recession”?
  • Getting on the path to a great retirement?
  • Objective, fee-only, financial advice?
  • Investing for the long-term?
  • Anticipating and preparing for life’s uncertainties?
  • Making sure your money lasts for your lifetime?
  • Creating a plan to move from where you are to where you want to be?
  • Making the most of your wealth to explore life and make a difference?

If so, you’ve come to the right place.  Since 2001 we’ve been providing objective, professional, fee-only financial planning and investment advice to clients in North Carolina and around the country.  We provide our services in a commission-free environment, taking our fiduciary duty seriously to put the interests of our clients first- ahead of our own or those of anyone else.

If this sounds like what your might be searching for, we encourage you to explore this site to learn more about:
  • Us
  • Our services
  • Our Beliefs
  • Advantages of working with us
  • What to expect from us
  • What to do next if this sounds right to you.

If there’s something you would like to know but don’t see it here, please contact us and we’ll be happy to help.

This communication is strictly intended for individuals residing in the state of North Carolina. No offers may be made or accepted from any resident outside North Carolina.

IMPORTANT CONSUMER INFORMATION

A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA REPRESENTITIVE registration requirements, as appropriate. Follow-up, 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, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
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