Generational Financial Services

Building Legacies, One Generation at a Time

About Todd Bothwell and Generational Financial Services

With over 40 years of experience in financial services, Todd is a seasoned expert at Generational Financial Services. Holding a Bachelor’s Degree of Science in Business Administration from the University of Arizona and a Master’s Degree of Business Administration from the University of Phoenix, he has specialized in integrating life, long-term care preservation, retirement, and investment solutions for clients throughout his career.

Todd’s extensive background includes roles as a District Manager, Division Manager, and Executive Vice-President for prominent firms in the industry. He has also taught the Certified Financial Planner curriculum as an adjunct professor at Oglethorpe University.

Dedicated to serving Military Service members and civilians alike, Todd’s company offers comprehensive financial planning services, including survivorship benefit planning, retirement planning, long-term care, and life insurance planning. He holds prestigious designations such as the Certified in Long Term Care, Chartered Life Underwriter®, and Chartered Financial Consultant® from the American College.

As a longstanding member of The Financial Planning Association, Todd continues to prioritize ongoing education and client-focused solutions.

We Only Work With The Best

We can provide the top products from Americas best Insurance Companies

Tailored Financial Solutions for Every Generation

We understand that financial planning isn’t one-size-fits-all. That’s why we specialize in tailoring insurance solutions for individuals, couples, and businesses, catering to diverse needs and goals. Whether you’re a civilian, military member, or government employee, our wealth management expertise extends to reducing taxation, debt management, retirement, income, and estate planning. Let us guide you toward a prosperous future with personalized strategies designed to safeguard your financial legacy.

Social Security Planning:

Navigate the intricacies of Social Security with confidence. Our personalized strategies ensure you maximize benefits for a secure retirement.

Retirement Planning:

Picture your ideal retirement and let us create a personalized plan to make it a reality, ensuring your golden years are everything you’ve dreamed of.

Wealth Management Solutions:

Let us guide you to financial success with strategic wealth management, safeguarding and growing your assets for the long term.

Tax Reduction Strategies:

Our experts specialize in tax planning to minimize your tax burden and maximize your financial gains, putting more money back in your pocket.

Income Planning Solutions:

Tailored strategies for a secure financial future. Let us guide you toward a steady income stream in retirement and beyond.

Estate Planning:

Navigate estate planning confidently, ensuring your wealth is transferred according to your wishes while minimizing taxes and hassles.

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