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 tax or legal professional you have a relationship with or are looking for a referral to a new trusted source, we may be able to help.  We believe this shows we are working in your best interest. Townsend Financial Life Management receives no compensation for referrals.

• 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