By Zoey Thompson
Valparaiso, IN – This past September, Todd Wooten of Blue Sky Financial Partners was chosen as one of only six advisors to visit with members of Congress in Washington D.C. to better educate them on key issues affecting retirement planning for clients. During this educational and non-partisan trip, Todd met with policymakers and members of both Congressional parties. As an advisor, Todd is keenly aware of the retirement crisis and the importance of annuity guarantees and expressed the need for Federal action to create better access to retirement information for consumers and to preserve the tax benefits and guaranteed lifetime income provided by annuities and life insurance.
“I was extremely honored to be among the six chosen,” says Wooten. “I have worked very hard to develop a reputation among my clients and peers as a financial advisor that can explain the intricacies of both the industry and the laws surrounding it. Being able to explain to lawmakers what our clients go through when planning for retirement was incredibly important to me and I was very conscious of my portrayal of the retirement crisis and the financial situation of most middle-class Americans as they enter into retirement.”
Wooten explains that most people are ill-prepared for retirement not out of any fault or flaw but because the financial landscape has changed dramatically in the last few decades. He said watching his parents go through a retirement crisis awakened him to the importance of being able to adequately prepare for retirement and ignited within him a desire to help others arrive safely into their golden years.
Blue Sky Financial has the benefit of Todd’s years of experience in financial planning. His dedication to continuing education and strong sense of fiduciary duty has earned him the praise of his clients and his peers. Outstanding client service, ethics and professionalism have enabled him to qualify for the exclusive Court of the Table of the Million Dollar Round Table (MDRT), the premier association of financial professionals. Wooten has earned Lifetime Court of the Table status with MDRT. This achievement places Todd among the top professionals in the global life insurance and financial services industry. It recognizes him for demonstrating exceptional professional knowledge, client service and ethical conduct. In addition to recognizing career accomplishments, Court of the Table membership offers Todd the opportunity to further improve his skills by sharing ideas and best practices with other leading professionals.
Today, he is the President and chief advisor for Blue Sky Financial Partners, one of Northwest Indiana’s premiere insurance and financial advisory firms. Todd helps retirees, pre-retirees and business owners to create and grow their wealth, protect and preserve their life savings and plan for the distribution of that life savings in the most tax efficient manner. By challenging traditional financial thinking, Todd helps clients to see possibilities they’ve never considered before.
“Considering today’s economy, there is ample opportunity to make costly mistakes. My goal is to teach people how money works in order to solve their problems and to achieve their financial dreams. But knowledge is just the beginning. Real financial progress occurs with wisdom, which is the ability to apply that knowledge to your everyday life.”
For more information, visit www.financialflightplan.com or call 219-548-9370.
Media ContactCompany Name: Blue Sky Financial PartnersContact Person: Todd WootenEmail: Send EmailPhone: 219-548-9370Country: United StatesWebsite: http://www.financialflightplan.com
