Alissa Todd - The Wealth Consulting Group

Alissa Todd - The Wealth Consulting Group Alissa Todd is a Financial Advisor & Personal CFO helping ambitious millennial women build generatio

Alissa Todd is a Registered Representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through The Wealth Consulting Gorup, a registered investment advisor and separate entity from LPL Financial. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completen

ess. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

If you’re a business owner earning multiple six figures and your tax bill keeps increasing… this is where strategy start...
04/16/2026

If you’re a business owner earning multiple six figures and your tax bill keeps increasing… this is where strategy starts to matter.



Most people think maxing out their 401(k) is enough or their only option to save for retirement.



But that’s often where the opportunity begins, not ends.



There are strategies available at higher income levels that allow you to:

significantly reduce your taxable income

accelerate retirement savings

and create a work-optional lifestyle sooner



A Defined Benefit Plan is one of them — but only when it’s structured correctly.



This is not a one-size-fits-all solution.
It requires coordination, consistency, and the right team.



And that’s where many people get it wrong.



If you’re earning well and want to understand what strategies are actually available to you — and whether they make sense in your situation —

Schedule an introductory call.

We’ll walk through your numbers, your goals, and determine what’s worth implementing.

Save this — you may want to come back to it.

Social media has made luxuries feel ordinary. What you don’t see is how people are paying for it (debt, trust fund, pare...
04/15/2026

Social media has made luxuries feel ordinary. What you don’t see is how people are paying for it (debt, trust fund, parental help, etc)



What you see online isn’t true wealth . It’s income that’s been spent. True wealth is quiet and invisible (time freedom, financial freedom & peace of mind)



📌Save this if you need the reminder — and tag a friend you love doing real life with.



➡️P.S. If you want a plan for true wealth (not just the version that looks good online), comment or DM INTRO or use the link in my bio to schedule your introduction call.

Life lately ✨as I am sitting at the airport with a 3 hour delay😭) Trying to find joy in the little everyday things (like...
04/14/2026

Life lately ✨as I am sitting at the airport with a 3 hour delay😭)

Trying to find joy in the little everyday things (like my plants and herb garden🤣) and romanticize my life!! 💗

This month feels like a different season as I’m heading on business trips and conferences which I’m actually feeling so excited about!

What are you looking forward to this month?

The unnecessary risk that you are taking by relying on 1 person’s investment approach and how our firm solved that issue...
04/11/2026

The unnecessary risk that you are taking by relying on 1 person’s investment approach and how our firm solved that issue ➡️

From “Where should this money go?” to “we’re confident about our future.”  ⤵️ When Joshua and his wife came to us in 202...
04/09/2026

From “Where should this money go?” to “we’re confident about our future.” ⤵️



When Joshua and his wife came to us in 2022, their goal was clear: travel more, invest wisely, and build a healthy relationship with money that puts them on a real path to financial freedom. They wanted clarity on what to keep in cash, what to allocate to long‑term investing, and how to make decisions that future‑them would thank them for.



Together, we built a financial plan they could live with and utilized our Investment Strategy committee to manage their Roth IRAs. Over the years, we’ve evaluating job offers and retirement benefits so every career move aligned with their bigger picture.



Today, their outlook is what matters most: positive, confident about retirement, and grounded in a process that supports the adventures they want now and later.



Joshua said it best: “Don’t wait, just do!! Set yourself up for later in life endeavors. Extreme professionalism and wisdom at your fingertips.”



If you want a plan that turns “What should we do with this?” into calm, confident decisions, schedule an Introduction Call using the link in my bio

free $1,000 if you had a child in 2025! 👀 What questions do you have about the Trump accounts?
04/08/2026

free $1,000 if you had a child in 2025! 👀 What questions do you have about the Trump accounts?

what was your least favorite thing you had to spend money on for your wedding?post inspo:
03/30/2026

what was your least favorite thing you had to spend money on for your wedding?

post inspo:

03/21/2026

This is why I’m so obsessed with investing. Beyond the excitement of my client’s net worth increasing, the true reasons why I love investing are all the “non visible” results like…



💰 My client’s children or grandchildren graduating without student loan debt because of their 529 accounts.



💰 Clients traveling or stepping away from work with security and stability knowing their investments are supporting their lifestyle.



💰 The ability to slow down in your 50s (or sooner) because your portfolio has become an intentional income stream.



Investing isn’t just about returns.
It’s about creating options and a freedom-based life.



Over the years, I’ve seen how thoughtful, consistent strategy can change the trajectory of someone’s life — not overnight, but steadily and quietly.



If you’re earning well but unsure whether your investments are structured efficiently…

If you have accounts in multiple places and no clear strategy…

Or if you simply want more clarity and confidence around this part of your financial life…



➡️Schedule an introductory call using the link in my bio.

Let’s make sure your investment strategy is aligned with the life you’re building.

Address

7676 Hazard Center Drive, Suite 1050
San Diego, CA
92108

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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