Estate, Tax, and Insurance
NON-BIASED AND NON-PROPRIETARY
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.
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 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