Townsend Financial works with a number of other professionals to help you with all of your financial concerns. Having a team working together in your best interest means less time and frustration on your part in trying to put the pieces together. Whether you already have a professional you have a relationship with or are looking for a referral to a new trusted source, Townsend Financial receives no compensation for referrals, so you can always be sure we are working in your best interest.

• Periodic review of tax brackets for appropriate investment selection
• Accurate maintenance of cost basis records
  
• Quarterly reporting of estimated taxes
  
• Estimation of capital gains for tax planning
  
• Review of custodian's 1099
  

• Titling of assets
• Proper funding of trust accounts
  
• Income distributions to trust beneficiaries
  
• Designation of beneficiaries
  

• Using a financial plan, we can help you decide how much life insurance you actually need
• Help with long-term care planning
  
• Help deciding how much liability insurance you need
  
• Evaluate annuities and make sure they fit into your retirement plan and are in your best interest