Todd L Middleton, RICP, CFP Financial Adviser with Eagle Strategies LLC

Todd L Middleton, RICP, CFP  Financial Adviser with Eagle Strategies LLC Specializing in Retirement and Special Needs Planning Todd is not licensed in all jurisdictions. CA ins lic .

Todd is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Todd is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, Todd is a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency, 10375 Centurion Pkwy N., Ste 300, Jacksonville, FL 32256. Phone 904-997-3000

Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage ...
09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marri...
09/29/2026

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marriage, new child, home purchase, job change, business milestone, or major income shift. A quick review can reveal whether your coverage still matches your life.

Book an annual protection review.

As a business owner, your ability to work is often closely tied to the income you earn.Mortgage payments. Household bill...
09/28/2026

As a business owner, your ability to work is often closely tied to the income you earn.
Mortgage payments. Household bills. Everyday expenses. They don't stop if a covered sickness or injury keeps you from working.
Individual disability insurance may help replace a portion of your income during a qualifying disability.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

Be the Connection! 💙Volunteers are needed for the 10th Annual Connecting the Dots Conference at The Schultz Center in Ja...
09/26/2026

Be the Connection! 💙

Volunteers are needed for the 10th Annual Connecting the Dots Conference at The Schultz Center in Jacksonville!

Join us in helping make this special day of education, resources, and connection possible. Your time and support can make a difference!

☕ Breakfast provided
🍕 Pizza provided
🥪 Option to purchase lunch

Ready to volunteer? Scan the QR code on the flyer to register and use code CTDVolunteer26 to access volunteer ticket options.

Connect. Support. Empower. Be the Connection.

Save the Date! 📅The 10th Annual Connecting the Dots Conference is coming to Jacksonville!Join us for a day of education,...
09/25/2026

Save the Date! 📅

The 10th Annual Connecting the Dots Conference is coming to Jacksonville!

Join us for a day of education, resources, and connection for families, caregivers, professionals, educators, advocates, self-advocates, and community leaders.

📅 Friday, October 16, 2026
⏰ 8:30 AM – 3:30 PM
📍 The Schultz Center | Jacksonville, FL

🎟️ Tickets are on sale now! Scan the QR code on the flyer for tickets and details.

Celebrating 10 Years of Connection! 💙

09/24/2026

We cannot control every event, but we can take steps to protect the people who rely on us. Mindi Johnson’s story is a powerful reminder that life insurance can help a family face the unexpected with greater financial stability.

Take the first step: review your current coverage.

You cannot predict every change, but you can prepare for the financial impact. Life insurance can help create continuity...
09/22/2026

You cannot predict every change, but you can prepare for the financial impact. Life insurance can help create continuity for the people you care about—so housing, education, everyday expenses, and future goals do not have to change all at once.

Identify the expenses you would want protected first.

Life insurance coverage can help protect the people and plans that matter most—giving families greater confidence to kee...
09/22/2026

Life insurance coverage can help protect the people and plans that matter most—giving families greater confidence to keep moving forward. The right strategy can support more than a future benefit; it can help create financial freedom and flexibility along the way.

Ask which type of coverage may fit your goals and budget.

Your mortgage, your car, your kids' school—these obligations continue to exist whether you continue to work on your busi...
09/21/2026

Your mortgage, your car, your kids' school—these obligations continue to exist whether you continue to work on your business or become disabled.
And when your income as an owner is interrupted, your household feels it first.
Many business owners have a plan for the business. Fewer have thought through what happens at home if a qualifying sickness or injury prevents them from working and earning an income.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

09/19/2026

25 years ago, our lives expanded as Josiah became our 3rd child — and he also came with a very special bonus: a 3rd copy of the 21st chromosome. 💙💛

My financial planning practice expanded to include a specialty in Special Needs Planning because I don’t just understand the unique planning needs of individuals with Intellectual and Developmental Differences (IDD) and their families; I live it personally.

Being connected with the Down Syndrome Association of Jacksonville (DSAJ) since its early days has impacted our family in countless ways. DSAJ provides invaluable support, resources, and community for families as they help their loved ones with Down syndrome live meaningful and fulfilling lives. 💙💛

And here we are — preparing for the 24th DSAJ Buddy Walk on the beach!! Who doesn’t love a good beach walk?! 🌊

Please support TEAM JAMMIN’ JOSIAH by clicking the blue Donate button, or come walk alongside Josiah on October 10th from 10:00 AM–1:00 PM. You can find Jammin’ Josiah on this page to join our team, donate, or even create your own fundraising page.

Every dollar makes a difference! 💙💛

Address

10375 Centurion Parkway Ste 300
Jacksonville, FL
32256

Opening Hours

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

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