Ecological, Social, and Governance (ESG) Investing
Feel Good, Make Money, and Manage Risk
Switching from Checkers to Chess
Strategies for planning lifetime income in Retirement.
Benchmarking your 401(k) Plan
Retirement plan sponsors get a free fee comparison for your 401(k) plan.
Strategies Tailored To Your Family's Needs
Townsend Financial Life Management's goal is to give our clients financial peace of mind. When you have a financial plan and an advisor helping to guide you, it is easier to make good financial decisions and stay on track to meet your goals in life.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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.
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.
Your portfolios are carefully implemented and each investment is monitored on an ongoing basis to ensure that they are aligned to meet your goals.
We create financial strategies tailored to your goals
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.
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.
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.
Our Experienced Team Can Help!