The Todd Group

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The Todd Group Our primary objective is to help you achieve financial freedom in a complex and constantly changing Member SIPC (www.SIPC.org).

Because planning for your financial success has become a complicated endeavor in today’s world, it takes a team of professionals to help chart the right course. Our financial team will approach your unique financial needs with expertise and an array of options to help fit your specific situation. Our professionals are versed in a variety of financial disciplines and utilize comprehensive support systems to find the right strategy for you. We are dedicated to helping you:

Identify your goals
Develop financial strategy based on your needs and our knowledge
Implement our recommendations if desired
Monitor on a regular basis
This approach to your strategy offers you personal service — every time a need arises. Stephen Todd and Mitchell A Todd are registered representatives of and offers securities and investment advisory services through MML Investor Services, LLC. The Todd Group is not a subsidiary or affiliate of MML Investor Services, LLC or its affiliated companies. OSJ 30 South Wacker Drive Suite 2700 Chicago IL 60606.

October is Breast Cancer Awareness Month, a time to honor survivors, remember those we’ve lost, and stand beside everyon...
10/14/2026

October is Breast Cancer Awareness Month, a time to honor survivors, remember those we’ve lost, and stand beside everyone navigating a breast cancer diagnosis.

Beyond the physical and emotional challenges, breast cancer can also bring a significant financial burden. Medical bills, time away from work, travel for treatment, and everyday living expenses can quickly add up.

While we can’t always control life’s unexpected challenges, financial planning can help provide a little more peace of mind when life takes an unexpected turn. Building an emergency fund, reviewing insurance coverage, and having a financial plan in place can help individuals and families feel more prepared for the road ahead.

Most importantly, no one should have to face this journey alone. Let’s continue to spread awareness, offer support, celebrate strength, and remind those affected that they are surrounded by people who care.

This month and every month, we stand with the fighters, celebrate the survivors, and honor the loved ones we’ve lost.

🍁 Happy First Day of Fall from The Todd Group! 🍂There’s something special about this time of year ... the crisp mornings...
09/22/2026

🍁 Happy First Day of Fall from The Todd Group! 🍂

There’s something special about this time of year ... the crisp mornings, cozy evenings, changing leaves, and a little extra time to slow down and appreciate what matters most.

As you enjoy the beauty of the season, it’s also a wonderful time for a quick financial check-in. Take a moment to revisit your goals, review your plans, and make sure you’re headed into the final months of the year feeling confident about your financial future.

Wishing you a beautiful autumn filled with cozy moments, meaningful memories, and plenty of reasons to be thankful.

September is Life Insurance Awareness Month! Life insurance isn’t just about protecting your loved ones, it’s about crea...
09/15/2026

September is Life Insurance Awareness Month!

Life insurance isn’t just about protecting your loved ones, it’s about creating financial security and peace of mind for the people who matter most. Take a moment this month to review your coverage and make sure your protection still fits your life and your goals. The Todd Group is here to help you protect what matters most.

Today, we celebrate the hard work, dedication, and contributions of workers everywhere. We hope you enjoy a safe, relaxi...
09/07/2026

Today, we celebrate the hard work, dedication, and contributions of workers everywhere. We hope you enjoy a safe, relaxing, and well-deserved holiday with family and friends!

☀️Summer is the perfect time to help your kids build smart money habits! ☀️Simple lessons like taking them grocery shopp...
07/20/2026

☀️Summer is the perfect time to help your kids build smart money habits! ☀️

Simple lessons like taking them grocery shopping, teaching them to stick to a budget, talking about earning money through work, and encouraging saving, spending, and giving can help lay the foundation for lifelong financial success.

The conversations you have today can make a lasting impact tomorrow. If you're looking for more age-appropriate resources and ideas to teach your kids about money, The Todd Group is here to help!

As we celebrate Independence Day and our nation's 250th anniversary, we're reminded that freedom comes in many forms. Wh...
07/04/2026

As we celebrate Independence Day and our nation's 250th anniversary, we're reminded that freedom comes in many forms. While we honor the courage and vision that built our country, it's also a great time to think about your own financial independence.

Having a plan for your future can help create confidence, flexibility, and peace of mind for the years ahead. This Fourth of July, celebrate the freedoms we enjoy and take a step toward securing your financial future.

Happy Independence Day from all of us at The Todd Group! 🇺🇸

Midyear Financial Check-In Tip  #4: Reevaluate Your Financial GoalsSix months have passed ... are you still on track to ...
06/29/2026

Midyear Financial Check-In Tip #4: Reevaluate Your Financial Goals

Six months have passed ... are you still on track to meet your financial goals? Whether you're saving for retirement, planning a major purchase, or paying down debt, now is a great time to review your progress and make any necessary adjustments.

A successful financial plan isn't set once and forgotten. It's reviewed and refined along the way.

As always, let us know how we can help.

Midyear Financial Check-In Tip  #3: Fund Your Emergency FundLife is full of surprises, and having an emergency fund can ...
06/24/2026

Midyear Financial Check-In Tip #3: Fund Your Emergency Fund

Life is full of surprises, and having an emergency fund can provide peace of mind when the unexpected happens. If you've fallen behind on your savings goals, now is the perfect time to recommit and add to your rainy-day fund.

Financial confidence starts with being prepared.

As always, let us know how we can help.

📈 Midyear Financial Check-In Tip  #2: Check Your Credit ScoreYour credit score impacts everything from loan approvals to...
06/16/2026

📈 Midyear Financial Check-In Tip #2: Check Your Credit Score

Your credit score impacts everything from loan approvals to interest rates. Taking a few minutes to review your score and credit report can help you identify errors, monitor progress, and uncover opportunities for improvement.

Small improvements today can lead to significant savings down the road.

As always, let us know how we can help.

📂 Midyear Financial Check-In Tip  #1: Organize Your Financial RecordsNow is a great time to gather and organize importan...
06/11/2026

📂 Midyear Financial Check-In Tip #1: Organize Your Financial Records

Now is a great time to gather and organize important financial documents, including tax returns, investment statements, insurance policies, and retirement account information. Staying organized can help you make informed decisions and reduce stress when important financial opportunities arise.

A little organization today can save a lot of time tomorrow.

As always, let us know how we can help.

Address

185 Heritage Drive, Unit 3
Crystal Lake, IL
60014

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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