Subscribe to our newsletter for safe money retirement tips and updates.

Search

Tod Long

Frisco, Texas
Financial Advisor
2.60

About

Tod Long is a seasoned financial strategist and the driving force behind Long Financial Services, where he specializes in helping individuals, founders, and small business owners secure their financial futures. With a focus on retirement planning, indexed universal life insurance (IULs), and indexed annuities, Tod empowers his clients to build wealth, protect their assets, and achieve financial independence. For business owners, Tod goes beyond personal wealth management by helping design customized, wealth-generating retirement packages that benefit employees while fostering loyalty and stability. His tailored strategies are particularly valuable for founders and small businesses aiming to create sustainable, scalable retirement plans that reflect their unique goals and company culture. Since 2008, Tod has been committed to making financial security accessible and actionable. His expertise lies in aligning innovative financial vehicles with his clients’ visions, ensuring their wealth is protected and positioned to grow through life’s many journeys. Whether guiding individuals toward their dream retirement or helping businesses establish long-term financial solutions, Tod’s mission is clear: to provide intelligent, effective wealth protection for a brighter tomorrow.

2 Key Takeaways Fixed annuities typically offer higher long-term returns and tax advantages but less liquidity compared to Certificates of Deposit (CDs).CDs provide predictable short-term
Key Takeaways Immediate annuities provide a consistent income stream, but it’s essential to understand their features, limitations, and how they fit into your financial plan.