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James L. Todd, CFP®,CLU,ChFC,CLTC

HF Financial

6000 Fairview Rd
Ste 400
Charlotte, NC 28210
Phone: (704) 557-9736
Fax: (704) 553-8223

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.