We understand that establishing a relationship with a trusted and knowledgeable advisor is an important decision, one that takes time and deserves careful consideration. Navigating the overwhelming number of financial products and services has become even more difficult, increasing the need to seek professional guidance. The heart of a relationship with your advisor should be the assurance that yo
u consistently receive sound financial advice that is in your best interest and that you fully comprehend. We are an independent registered investment advisory firm representing our clients, not a particular company.
2. We help our clients organize and understand their entire financial picture, while tracking progress towards achieving their financial goals.
3. Our knowledge and experience are essential elements of our ability to help our clients achieve their financial objectives. Established in 1990, the founder and president Jeffery Townsend has built the company into a comprehensive financial planning firm providing the service and knowledgeable people deserve but may not receive. Surprising as it may seem, Townsend is not for everyone. In order for us to provide a first-class retirement planning experience, we need to conserve our resources. We specialize in helping our existing clients and those who:
- Are looking for help (if you can "do it yourself," you don't need us).
- Are seeking a relationship with a trusted advisor.
- Want a financial roadmap to help them have a richer retirement.
- Have $250,000 or more in investable assets. This includes a total of CDs, Mutual Funds, Stocks, Bonds, Annuities, IRAs, 401(k), and pensions (your 401(k) and pension can be included even if you are still working). This does not include your house or any other real estate. If you fit the above criteria and would like to talk with us further about your financial needs, please either call us at 303.452.5986 or toll-free at 1.800.578.9896 for a free consultation, or fill out our online Inquiry Form (www.townsendretirement.com/contact-us/inquiry-form), and we will contact you as soon as possible to discuss your needs. We look forward to hearing from you and would be happy to answer any questions you have. Be assured that all information is completely confidential whether you become a client of ours or not. Just as you would interview us for a long-term relationship, we will evaluate the information you provide to determine how our services "fit" with your needs and objectives. In all fairness to our existing clients, we have established minimum criteria for new clients so that we can continue to provide the highest level of service possible for everyone. What states is Jeff Townsend licensed to sell or discuss securities
or insurance in? AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, LA, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
Securities licensed in the following states:
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, ME, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
Registered Investment Advisor In:
CA, CO, FL, NE, NH, TX and VT
Townsend Retirement Specialists does not approve or endorse any third-party communications posted on this site. Clicking the “Like” button does not constitute and should not be considered a testimonial for or an endorsement of Townsend Retirement Specialists, any associated person, or our services. “Like” is not meant in the traditional sense. The clicking of the “Like” button is merely a mechanism to circulate our pages. Townsend Retirement Specialists requests that any postings to our page should refrain from recommending us or providing testimonials for our services. Visit our website for important disclosures.
