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Todd L Middleton,
 ChFC®, CFP®, CLU®, RICP®
Phone (904) 997-3077
Mobile Phone (904) 994-1386
Fax

(904) 997-3020

Email
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10375 Centurion Pkwy N., Ste 300

Jacksonville, FL 32256

CA Insurance License: #0K53549
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According to an April 2021 survey by Gallup, 58% of Americans are worried about having enough money saved for retirement. Do you have enough money to retire on? Most people feel they don’t. (Gallup)

No matter your goals and dreams for retirement, making them happen means having a reliable stream of income. Fortunately, you can have a financial advisor by your side to help. Guided by my practice’s knowledge, experience and integrity, we’ll focus on what matters most—you! We’ll evaluate your financial situation, assess the current economic landscape and recommend a strategy that gives you the freedom and stability to maintain your lifestyle, pursue your goals, and concentrate on living the lifestyle you desire. Let’s get started.

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Disclosure

Todd Middleton is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, CA (CA Insurance License #0K53549), FL, GA, KS, MA, MI, MO, MS, MT, NC, NY, OH, SC, TX, UT, VA, and WA. No insurance business may be conducted outside the states referenced.

Todd Middleton is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 10375 Centurion Pkwy N Ste 300, Jacksonville, FL, 32256, 904-997-3077. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, DE, FL, GA, MA, MT, NC, OH, PA, SC, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Todd Middleton is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, DE, FL, GA, MA, MT, NC, OH, PA, SC, UT, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.