Roth Conversions???
Todd & Gaines, Integrated Wealth Planning - Northwestern Mutual
Integrated wealth management & financial planning firm.
05/11/2026
A couple of weeks ago, Brandon Gaines on our team was invited to speak to the Financial Planning Association® of Kentuckiana as a part of their advisor spotlight section.
The FPA™ Ketuckiana is a professional organization dedicated to supporting and advancing financial planning professionals throughout the Kentucky and Southern Indiana area.
We enjoyed sharing with the attendees our team's approach, the experiences that have shaped our perspective, and the importance of building strong, lasting client relationships.
We're grateful for the opportunity to represent our team and the values that guide the work we do every day.
Why pay directly for financial advice?
01/13/2026
We are thrilled to share some exciting news! 🏆
Todd & Gaines, Integrated Wealth Planning has been recognized by Forbes as one of the 2026 Best-in-State Wealth Management Teams!
This honor is a reflection of the trust you place in us every day. To our clients: thank you. Your support and partnership are the foundation of everything we do. We look forward to continuing to serve our clients for many years to come!
Looking for someone to point you in the right direction? I can help you start the new year strong with a plan. The right time is right now.
12/19/2025
To our valued clients, friends, and community:
We are thrilled to announce a significant and exciting expansion of the Todd & Gaines, Integrated Wealth Planning team! We are delighted to welcome two outstanding financial professionals that we have known for their entire tenure at Northwestern Mutual: Joe Floyd (35 years), Wealth Management Advisor and Jennifer Short (10 years), Associate Wealth Management Advisor.
The addition of Joe and Jennifer is a pivotal step in our commitment to providing our clients with the highest level of comprehensive, personalized financial guidance. Their collective experience, fresh perspectives, and dedication to client success will be invaluable as we continue to serve our existing clients and cultivate new relationships in the community.
We believe our people are our greatest asset. We are incredibly enthusiastic about the skills and passion Joe and Jennifer bring to our firm. This expansion ensures that we are even better positioned to offer the expertise, care, and attention our clients deserve, well into the future.
Please join us in giving Joe Floyd and Jennifer Short a warm welcome. We are confident they will quickly become trusted partners!
Each month of 2026 presents an opportunity to grow financially. Let’s get creative and find what works best for you. Reach out to get started.
Your end-of-year financial checklist.
With the end of 2025 around the corner, it’s important to close out your finances on a positive note. This includes minimizing your 2025 taxes. Let’s review some strategies so you go into tax season with confidence.
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330 E. Main Street, Ste 300
Lexington, KY
40507