Tod is very knowledgeable and always helps me with all of my financial needsHis office always returns my calls in a timely manner and gives great customer service
I hired Tod Lenhoff as my financial planner a year ago I told him I was nearing retirement and wanted to rebalance my portfolio to achieve income after retirement I also told him that I wanted to sell more of my investments AFTER retirement when my income would be reduced Instead in six months as a client Tod Lenhoff created a $66K capital gain liability that required me to write a check to the state and federal government for an additional $18K in taxes The capital gains were both short term and long term gains however the overall net gain in was just over $20K In three months of before I terminated the relationship he initiated trades He advertises as a financial planner specializing in the elderly As a senior citizen I would NOT recommend doing business with him He does not represent your interests only his I told him tax advantage financial planning was an important priority which he ignored
Tod is very knowledgeable and always helps me with all of my financial needsHis office always returns my calls in a timely manner and gives great customer service
I like the way you are clear about our optionsAnd you make our options very clear about our financial future and make everything easy
I hired Tod Lenhoff as my financial planner a year ago I told him I was nearing retirement and wanted to rebalance my portfolio to achieve income after retirement I also told him that I wanted to sell more of my investments AFTER retirement when my income would be reduced Instead in six months as a client Tod Lenhoff created a $66K capital gain liability that required me to write a check to the state and federal government for an additional $18K in taxes The capital gains were both short term and long term gains however the overall net gain in was just over $20K In three months of before I terminated the relationship he initiated trades He advertises as a financial planner specializing in the elderly As a senior citizen I would NOT recommend doing business with him He does not represent your interests only his I told him tax advantage financial planning was an important priority which he ignored