Net Worth Management Group, Inc.





Discover our unique six-step process

CLICK HERE TO PREVIEW OUR
WEALTH MANAGEMENT SOLUTION

 

Douglas W. Todd, ChFC

Douglas W. Todd, founder and CEO of Net Worth Management Group, has spent 20 years in the financial services industry working with individuals on tax-efficient investing and life insurance planning. He is the creator of "The Net Worth Maximizer,"TM a six-step process designed to help individuals grow, protect, and preserve their financial portfolio. Doug also works with corporations on designing, enhancing, educating, and servicing their employee benefits' packages. He has built a specialized and highly trained team, as well as a comprehensive network of professionals whose well-rounded advice and guidance is available to all of his clients.

Doug holds a Bachelors of Science Degree from Montclair State University and holds a Chartered Financial Consultant (ChFC) designation from The American College. He serves on the board of directors for The Ben Appelbaum Foundation (NY) and the Business and Education Together Foundation (NJ), and is a major contributor to numerous other non-profit endeavors. Doug is an active member of the Morris County Chamber of Commerce, and served as chairman for their first annual Morris County Sidewalk Golf Classic, a benefit for the Business and Education Together Foundation.

Doug is the recipient of the 2007 Small Business/Big Impact Company Award presented by the Morris County Chamber of Commerce. He is a member of AXA Advisors Sterling Group and the recipient of numerous industry awards that mark superior excellence in the financial services profession.

Doug lives in Randolph, New Jersey with his wife, Elisa, and their two children, Wyatt, 10, and Sutton, 8.

 

Lease Interest

What's the interest rate on the lease you're considering?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lease Payment

How much would your monthly lease payment be?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

More Newsletters →