Todd Bridges is a Financial Strategist with Miliare, based at the Lake of the Ozarks in Missouri and serving clients virtually across the country. He is an ally to the LGBTQ+ community inside PCN's Finance Department, licensed in Missouri with reach across Colorado, Wisconsin, and North Carolina.
His approach leads with education. He works with clients who are carrying significant debt, people who need help building a real budget, families looking for protection against health emergencies, and anyone planning a legacy they can hand down while keeping it protected from creditors, predators, and taxes. He accepts clients virtually or however the client prefers, and he responds to new referrals the same day.
Todd is a particularly good fit for someone who knows they want help but has not known where to start. He is direct, responsive, and focused on building a financial picture that lets clients take care of the people they love and still leave room for their own retirement, travel, and the chance to help others.
Plain-language strategy. No shame about starting points. Always aligned to how your actual family lives.
Helping people with their finances, particularly those carrying around eighty thousand dollars or more in debt, clients who want help building a budget, people planning for health emergencies, and families focused on creditor-, predator-, and tax-protected legacy planning.
Uses the names and pronouns you use. Meets clients in their actual life, not an idealized version. Flags the places law or policy still lags, and builds around them.
Helping clients build budgets, look at protection, and build legacies. Works with anyone carrying significant debt, planning for health emergencies, or building creditor-, predator-, and tax-protected legacy plans.
Licenses, affiliations, and practice years. All verified at member intake and reaffirmed annually.
How Todd prefers referrals, what he handles well, and how to pass the intro.
No fees charged to clients. Todd is compensated through the products he helps implement when a fit exists.
Tell us a bit about what you are working on. A council member reads every request and sends a warm intro so Todd has context before the first call. It is always free.
Open the referral form →If you need a professional, request an introduction. It is free and the lookup is fast. If you are a professional who would take referrals, the application takes about ten minutes.