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Determine Objectives

Through personal consultations with you, we develop a full understanding of your financial life goals, tolerance and capacity to risk, and the time horizon for each financial goal.

Investment Strategy

We engineer investment solutions designed based on your risk tolerance and capacity and match that with your needs as determined by your objectives. An Investment Policy Statement is our contract on how your assets will be invested.

Implement & Monitor

Your portfolios are carefully implemented and each investment is monitored on an ongoing basis to ensure that they are aligned to meet your goals.

CUSTOM PLANS FOR EVERY SINGLE STAGE OF LIFE.

We create financial strategies tailored to your goals

Wealth Planning

Wealth Planning

Managing your wealth is much more than just what you are invested in, it is about the decisions you make every day and how they will affect your financial well-being now and in the future. Learn more about how Townsend Financial Life Management can help you plan for your future life events.

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Workplace Retirement Plans

Workplace Retirement Plans

401(k), 403(b), 457(b), and other workplace retirement plans have been some of the best ways for employees to prepare for their future. Learn more about how Townsend Financial Life Management supports both sponsors and participants with their retirement plans.

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Investment Management

Investment Management

Managing your investments properly can make a huge difference in your financial health in the future. Learn more about Townsend Financial Life Management's disciplined approach to investment management which is designed to help our clients reach their financial goals.

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Questions?

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