When the markets turn as volatile and confusing as they have over the past years, even the most
patient investors may come to question the wisdom of the financial plan and investment plan they've
been following.
We work with people that recognize the need for quality and straightforward advice, people who are
serious about using their financial resources to seek identified goals, and people who would like
professional help in making intelligent financial decisions and in taking appropriate action.
At Silver Leaf Investment Advisors, our independence allows us to give you the best of two very
different worlds - the focused attention and commitment to client care that comes from being a small
business, combined with the resources and research sophistication of the nation's largest
independent broker/dealer.
We'd like to help if we can, and to that end, here's what we offer: By appointment, you're welcome
to schedule an initial 15-minute phone meeting. We'll ask you to outline your financial goals, and
what your investment portfolio is intended to do for you. Then we'll summarize our philosophies and
our financial planning-based approach to working with our clients.
General Information |
Firm Start Year: | 2004 | |
Name of Broker/Dealer: | Commonwealth Financial Network |
Number of Years with Current Firm: | 16 |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Health, Accident, Life, Variable Life, Long Term Care, Variable Annuity |
Compliance |
Registered Representative: | Yes |
Investment Advisor Representative: | Yes |
I am an acknowledged fiduciary: | Yes |
Compliance Disclosures in Last 5 years: | I have a clean record |
Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
Fee Structure: | Fee-Based |
Compensation Methods: | Commissions, Based on Assets |
Additional Details on Charges: | Wealth Management Consulting based on the project and number of hours. |
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MI, MN, NC, OH, OR, PA, SC, SD, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Financial planning services offered through Silver Leaf Advisors are separate and unrelated to Commonwealth. Review our Terms of Use:https://www.commonwealth.com/termsofuse.html
For more than 20 years, Todd Rendler has guided
individuals, companies, and organizations through the
process of defining their financial goals and developing
effective retirement planning and investing strategies.
His role is to not only design a retirement plan that
helps meet the needs of each client but to make sure that
they thoroughly understand the factors involved, including
their assets, liabilities, taxes, insurance, and goals.
This education-based approach gives his clients the ability
to make well-informed decisions and better manage their
plans.
Rendler uses his expertise on a broader level as a speaker
and educator. He leads retirement planning workshops both
in the community and in the workplace, speaks at trade
association events, and teaches industry professionals.
He is also a mentor and coach, fostering the professional
development of investment advisors who specialize in
retirement planning. This role requires that he research
and teach the most current, proven practices for asset
accumulation, retirement income, and asset protection.
Retirement Planning |
We start with a comprehensive financial review that incorporates your long-term goals and lifestyle needs into an estimate of how much money you require for your retirement. With an idea of your anticipated needs during your later years, we will devise retirement planning and retirement income growth strategies that help you build toward that goal. |
Wealth Management |
"A Higher Standard of Care". We choose to work as Independent Accredited Investment Fiduciary Designees, putting your interests first. Protecting your long-term financial security begins with a written plan that includes strategies and real retirement portfolio solutions for your retirement income. Independence Matters: Our independence allows us to give you asset management advice we believe in. We work with people who recognize the need for quality, straightforward advice, are serious about using their financial resources to seek identified goals, and are open to time saving meetings in-home, by web-conference, or on the phone. |