Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach.” We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We pursue great service and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Todd M. Juvonen
Founder & President
With a firm belief that many commonly accepted financial approaches rarely lead to optimum results, Todd is committed to teaching people how to employ the most advantageous methods and solutions to their specific individual circumstances.
Having many years of experience in high-tech engineering design and development of advanced manufacturing systems prior to transitioning to financial services in 2008, Todd brings a unique perspective to his advisory practice. With a keen eye for efficiency and optimization, for the past 10 years he has been helping his clients navigate the modern-day complexities of saving and investing for retirement, planning for future income, growing and protecting assets and understanding the variety of issues related to wealth management and distribution.
Todd says “While not exactly rocket science, the areas of Social Security, taxes and managing wealth and income have many complexities and interactions that must be properly understood in order to be effectively handled with the desired results.”
A native of suburban southeastern Michigan, Todd attended the University of Michigan where he graduated with honors earning a Bachelor of Science Degree in Mechanical Engineering. Founder and President of Juvonen Insurance & Financial Services, established in 2009, Todd also holds the National Social Security Advisor, NSSA, certificate, emphasizing specific expertise in Social Security benefits and claiming strategies. In his spare time he enjoys reading, motorsports, cycling, tennis, travel and spending time with family.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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