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.

• 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 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