Todd Friedman
Todd Friedman
Owner and Financial Strategist at Fiscal Designs
Office: (253) 220-7622
Cell: (954) 999-8423
Profile
Todd Friedman is the Owner and Financial Strategist at Fiscal Designs, a Lakewood, WA, based investment, financial services and insurance firm. Clients include executives, professionals, retirees, families and business owners. www.FiscalDesigns.com
After decades of experience serving as CEO and other leadership roles in financial services, healthcare, technology and the United States Army, in 2010 Todd focused his passion on being a trusted resource helping others with their investment and insurance strategies. Todd is the Founder of Fiscal Designs’ flagship media-featured investment solution Peaceful Portfolio®️. In conjunction with top rated insurance carriers, this solution provides clients with guaranteed principal protection, competitive growth potential, flexible income options and no added advisor fees. Peaceful Portfolio®️ can be designed for growth, lifetime income (“Personal Pensions”) or a combination of both, while providing protection from losses and tax advantages. www.PeacefulPortfolio.com
Todd also provides an array of insurance solutions and strategies, many of which provide tax diversification and tax-free retirement income. These include permanent life insurance, term life insurance, disability insurance and long-term care solutions.
Todd is a graduate of the United States Military Academy with an Engineering Management Degree and former Major in the U.S. Army.
Todd is married and lives in Lakewood, WA, and enjoys travel, wine, boating and golf. He’s a published co-author with his wife of the children’s book, “My Secret Life as Peanut” and the co-patent owner of a tool designed for the bicycle industry.