Your trusted partner in achieving financial freedom
Welcome to Townsend, your trusted financial advisor. We are a team of experienced financial professionals dedicated to providing you with the highest level of service and guidance on your journey towards financial independence. Our mission is to help you achieve your financial goals and secure your future through comprehensive retirement planning, investment management, and client education.
Why Townsend?
We provide comprehensive retirement planning that is completely objective, clear, and easy to understand. Our plans encompass all aspects of your financial life, including your assets, debt service, taxes, estate planning, social security, pensions, and insurances. We focus on your personal goals and objectives, ensuring that your plan is tailored to your unique needs and circumstances. As fiduciaries, we are committed to your financial well-being and ensure that our fee structure is transparent and any potential conflicts of interest are disclosed prior to your making any decisions.
Our Services
At Townsend, we offer a wide range of services designed to help you achieve financial success. These include:
- Retirement Planning: Our certified financial advisors will work with you to create a customized retirement plan that takes into account your unique goals, risk tolerance, and time horizon. Our plans are designed to help you achieve your financial goals and secure your future.
- 401K & Pension Rollovers: We can help you rollover your 401K or pension plan into an IRA, allowing you to consolidate your retirement savings and take advantage of a wider range of investment options.
- Legacy Planning: Our legacy planning services are designed to help you protect and preserve your wealth for future generations. We will work with you to develop a comprehensive estate plan that takes into account your unique needs and goals.
- Client Education: We believe that education is the key to financial success. Our team of experienced financial professionals is committed to providing you with the knowledge and tools you need to make informed financial decisions. We offer a range of educational resources, including quarterly newsletters, educational client conferences/classes, and regular contact throughout the year.
- Investment Management: Our investment management services are designed to help you grow and protect your wealth. We offer a range of investment strategies, including income strategies, that are tailored to your unique needs and goals. Our investment philosophy is based on discipline, and we provide our clients with consolidated performance reports to help them understand how they are invested and how their portfolio is performing.
- Professional Team: Our all-star team of knowledgeable, friendly, professional, and passionate financial professionals is dedicated to providing our clients with a first-class retirement experience.
At Townsend, we are committed to providing our clients with the highest level of service and guidance on their journey towards financial independence. We believe that honesty and integrity are the foundation of any successful relationship, and we are committed to being forthright and telling you what you need to hear, even if it is not necessarily what you want to hear. If you are looking for a relationship with an experienced and knowledgeable advisor and want a financial roadmap to help you have a richer retirement, please contact us today to schedule a free consultation.
Recommendations and Overall Satisfaction
The reviewers are extremely satisfied with the services provided by Townsend, with both authors giving a perfect 5-star rating. The tone of the reviews is overwhelmingly positive, with both authors praising the company's responsiveness, expertise, and results.
Personalized Service
Author Alyssa Ericksen highlights Townsend's personal touch, describing Drew as "very responsive, warm, and easy to work with." This suggests that the company prioritizes building personal relationships with its clients and provides a high level of customer service.
Management Strategies and Results
Alyssa Ericksen also credits Townsend's management strategies with earning her portfolio more than her previous investment company. This indicates that the company has implemented effective investment strategies and policies that have yielded significant returns for its clients.
Retirement Account Management
Author Toni Reynolds also explicitly mentions that Townsend has done a "great job" managing her retirement accounts. This suggests that the company is capable of handling various types of accounts and providing expert guidance to help clients achieve their financial goals.
