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601 Heritage Drive Suite 122 Jupiter, FL 33458

(561) 578-4669
atownsend@townsendfinlife.com

Retirement Planning

Individual strategies for planning lifetime income in Retirement.

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Benchmarking your 401(k) Plan

We will provide plan sponsors with a complimentary plan review to stay current with ERISA guidelines.

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Environmental, Social, and Governance
(ESG) Investing 

Feel confident that your investments are aligned with your beliefs

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Would You Like to Schedule a Complimentary Consultation?

Our team will work with you to understand your personal situation and help you plan for your retirement.

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Custom Plans For Every Single Stage of Your Life

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Strategies Tailored To Your Family's Needs

Townsend Financial Life Management's goal is to give our clients financial independence. When you have a financial plan and an advisor helping to guide you, it is easier to make financial decisions you feel good about 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.

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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 and insurance solutions designed based on your risk tolerance and capacity and match that with your needs as determined by your objectives. 

Implement & Monitor

Based on your individual plan, investment portfolios and insurance solutions are carefully implemented and each monitored on an ongoing basis to ensure that they are aligned to meet 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 employers help 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 and Insurance Management

Investment and Insurance Management

Your investments and insurance can potentially make a huge difference in you and your families financial health in the future. Learn more about Townsend Financial Life Management's disciplined approach to investment management and insurance solutions which are designed to help our clients reach their financial goals.

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Questions?

Our Experienced Team Can Help!


Investment advisory services offered through Townsend Financial Life Management, A Member of Advisory Services Network, LLC. Insurance services offered by individually licensed insurance agents.

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