Tod Long
Frisco , TX
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Phone 8885536428
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Email [email protected]
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Areas of expertises
ERISA Plans, Premium Finance, Retirement Income Planning, Safe Money Investments, Small Business Retirement
More About Tod Long
Tod 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.
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