Our Mission

How We Work

Our mission is simple: To provide personalized financial advice that minimizes our clients’ financial concerns and maximizes their knowledge and sense of security. The professional staff at Townsend Financial Life Management understands that every client has unique needs. Our role is to help them make well-informed decisions about their wealth - providing potential financial independence and the ability to achieve their life goals.

While each of our clients is unique, we believe they all have one thing in common: They want unbiased financial advice from experienced professionals. Townsend Financial Life Management is dedicated to providing sound solutions to help achieve each client’s desired outcome.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

All of our client relationships start with us developing a full understanding of the financial needs, aspirations and current financial situation. From that a comprehensive analysis is run and work together to establish a plan to help meet future financial and retirement goals. To that end we strive to create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions. That experience is used to help individuals and families make decisions that are in their best interest. We believe in putting our clients interest ahead of our own.

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