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
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.
|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|
|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
|Compensation Methods:||Commissions, Based on Assets|
|Additional Details on Charges:||Wealth Management Consulting based on the project and number of hours.|
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.
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.
"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.