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About Us

Retirement Insiders

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
People Matter

We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter, and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.

Integrity Matters

We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.

Communication Matters

We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.

Service Matters

We believe that good service is practical, and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

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President/Owner, Retirement Insiders

Todd Kolb is a business savvy entrepreneur with over 30 years’ experience in insurance, tax, public accounting, sales and business ownership. He specializes in retirement income and providing solutions that look at retirement in its entirety: how can you maximize your income opportunities and distributions while minimizing federal income taxes? Using sound financial principles, Todd has a no-fluff approach to helping clients meet their financial goals. His well-rounded, unique background allows him to see the big picture and provide strategic solutions that encompass your needs in retirement.