Financial Planning Services through LPL Financial

Contact Todd today by phone at 720-283-2359 or email him at todd.dussex@lpl.com

Todd A. Dussex, CFP®, has been serving credit union members for over 23 years. Todd completed the College for Financial Planning program to earn the Certified Financial Planner designation, accredited by the Certified Financial Planner Board of Standards. As a CERTIFIED FINANCIAL PLANNER^TM Professional, Todd is prepared to discuss all of your financial requirements specific to your particular situation. Todd provides custom service as he does not feel one size fits all. So whether you are an aggressive growth investor, or someone seeking to preserve your capital, Todd can deliver a solution tailored to you in a no pressure, friendly manner..

Todd also has extensive knowledge of the Federal Government Employees benefits package, having served numerous government employees over the last several years and conducting Federal Employee Benefits Workshops through various Agencies around the Denver area.

Todd was recognized as one of Denver's "5 Star Wealth Managers" three consecutive years in 2009, 2010 and 2011 by 5280 Magazine and ColoradoBIZ Magazine.*

As a Certified Financial Planner Professional, Todd has the background and ability to help you navigate today's complex financial world. Having worked with Credit Union members for the past several years, Todd is also very knowledgeable about the benefits and retirement programs available to Federal employees. Services available include:

Services:

• Financial and Retirement Planning
• Wealth Building & Preservation
• Retirement & IRA Distribution Planning
• 401(k) Rollovers
• Insurance Reviews

Products

• Mutual Funds
• Individual Stocks & Bonds
• Tax-deferred Annuities
• Alternative Investments
• Traditional & Roth IRAs
• Life Insurance

Todd offers a complete menu of services and invites you to contact him for a free, no obligation consultation! It doesn't matter if you work or are retired from the private sector or the Federal Government, Todd can assist you with all of your personal financial issues.

*The Five Star Wealth Manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client's experience.

Securities offered through LPL Financial, member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured

No Credit Union Guarantee

May Lose Value