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Estate, Tax, and Insurance Planning


Townsend Financial Life Management works with a number of other professionals to help you with your financial concerns. Having a team working together in your best interest we believe 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 Life Management receives no compensation for referrals. We believe this helps show we are working in your best interest.

Consultation with Your Tax Professional

  • 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

Coordination with Your Trusts & Estates Attorney

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

Consultation with Your Insurance Agent

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