Bringing financial confidence to your life with the purpose of preserving & protecting your values.

Our events aim to inspire people to be remembered for their values, not their money. We want to inform the communities we serve with solutions for their lives and provide purpose through education-driven life-changing events.

LEARN ABOUT EVENTS NEAR YOU!

Meet Todd Halterman

As a war veteran and former firefighter — I spent my youth running into burning buildings while everyone else was running out. As it turns out this was an invaluable perspective.

Both of my grandfathers passed away within a short period of time. I was stunned to find out that the systems in place meant to protect them did nothing of the sort. I spent the next two years trying to help my grandmothers get their lives back on track. What I learned during this trying time for my family would eventually bring me into the business of protecting families, their way of life, and their legacies. My goal was to make sure what happened to my family wouldn’t happen to others. Today, I’m passionate about helping my community and my clients safeguard their income, their life savings, and their families’ future -- all while supporting the causes they hold dear.

Together we document your life stories so that you’re remembered  for more than your money.  You should be remembered for who you are, how you live, your values, and the purpose of the assets you’re leaving behind.

Every Life Has a Story and Yours is Worth Telling.

We will help you live your best chapter and ensure that your story lives on as an enduring legacy. Our inspiring events are meant to help you protect your future and how you want to be remembered.

Let's pinpoint your story and learn how we can turn that into a lasting legacy, not just a number in a bank account.

“Todd gets a 10+ on sincerity.  I have been in the real estate industry for 46 years and he is the best speaker I have ever seen.  He is for real in his service to others.” 

Marilyn S., 46 Year Real Estate Professional Specializing in Servicing Widows

Want to Discover the First Step to Protect Your Legacy?

todd@toddhalterman.com

509.713.9495

2019 ©  Todd Halterman All rights reserved.

Rick M., 18 Year Branch Manager Mortgage Company

Marie-Paule S., 20 Year Business Owner

"During my divorce, my head was spinning. Todd's event cleared the fog. I found myself laughing and finding peace during a very trying time. This should be required education for everyone facing a huge life-changing event. Thank you!"

"With all the options available out there, I needed an event that would deliver straight answers and guidance.  Todd’s events do just that and served as a guide out of the information black hole. Now it all makes sense! ”

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C. Todd Halterman, Registered Representatives and Investment Advisory Representatives of Centaurus Financial, Inc. Securities offered through Centaurus Financial, Inc., Member FINRAhttp://www.finra.org/ and SIPChttp://www.sipc.org/, a registered investment advisor.   Todd Halterman and Centaurus Financial, Inc., are not affiliated. Supervisory Branch 2300 E. Katella Avenue #200, Anaheim, CA 92806(714)458-1790 

Who Our Events Serve

Retirees & Business Owners

Retirees & business owners who want to leave more to their family and disinherit the IRS.

Divorcing with Financial Confidence

Major life changes are difficult. We help you navigate the complexities.

Pre-Retirees

Pre-retirees who want to Protect and Plan their wealth for their lifetime & legacy.

Widows & Widowers

We serve widows and widowers who want to leave a legacy that's more than a number in a bank account.

Investors

Investors with large qualified plans who want to invest in real estate to help protect their wealth and minimize taxes.

Todd Has Been Seen & Heard With

Learn About Active 4 Life

Active 4 Life is a program meant to provide empowerment, encouragement, and support to all those who wish to join. Join us at an event for opportunities to be social and make new acquaintances in an environment where you will feel safe and welcome and explore new opportunities. Click here to learn more.

Media Mentions

Todd was recently featured in an article in the California Business Journal. Learn about Todd's history, what inspired him to work in the financial advisory business, and what drives him as a person and professional. Click here to read the article.

California Business Journal

Active 4 LifeOur Forever Friends

Learn About Our Forever Friends

Protecting your pets. Planning for their future. Our Forever Friends Pet Protection Plan is a simple solution to care for your companion when you no longer can. Click here to learn more.