A Different Kind of Financial Professional.
Tod Long didn't come to financial services through a traditional path. As a University of Oklahoma track athlete and professional Nike sprinter, he built his worldview around a simple principle: outcomes are determined by preparation, sequencing, and the ability to perform under pressure — not by luck.
When a career pivot landed him in insurance and financial planning, that same discipline became his differentiator. While other advisors focused on products and closing ratios, Tod focused on the architecture of the decision. When do you take Social Security? In what order do you draw down accounts? How do you hedge against a tax environment that is almost certainly going to get worse?
Over 20+ years, those questions became the foundation of a practice built on one thing: getting the decision right the first time, because retirement decisions are often irreversible.