Since 1990, our team has helped families make thoughtful financial decisions through every stage of retirement. The majority of new families come to us through client referrals, a reflection of long-standing relationships built on trust and care.
We support individuals and families with retirement planning, investment management, tax and healthcare considerations, and legacy planning, alongside a community of workshops and events designed to help people stay engaged and confident in the next phase of life.
Discover the Townsend Difference
We help families navigate major financial decisions and life transitions while fostering meaningful connection.
Our Services
Comprehensive Retirement Planning
A coordinated strategy that aligns income, investments, taxes, and Social Security into one clear retirement plan.
Retirement Income Strategy
Clear planning that helps translate your savings into a dependable income plan.
Investment Management
In-house research and disciplined portfolio management aligned with your goals.
Tax-Smart Planning and Coordination
Strategies designed to help you make informed decisions about taxes today and in the future.
Comprehensive Financial Planning
A planning-first process that connects every part of your financial life into one clear strategy.
Estate and Legacy Planning
Thoughtful coordination to help ensure your intentions are carried forward.
Retirement Coaching
A structured process focused on the non-financial side of retirement, including purpose, identity, and daily life.
Townsend Community and Events
Life after a primary career can open new opportunities for learning, connection, purpose, and involvement. Through workshops, educational sessions, interest-based gatherings, and community initiatives, clients connect with others navigating similar stages of life while staying engaged beyond their financial plan.
How our community adds value:
- Opportunities to learn, ask questions, and share experiences
- Events designed around shared interests, goals, and life transitions
- Ways to stay involved, give back, and support causes you care about
- A supportive network that extends beyond your relationship with your advisor
Our Latest Insights
Market commentary, planning guidance, tax considerations, and educational resources created to help you stay informed without feeling overwhelmed.
Why Families Refer Townsend
The majority of new families come to Townsend through client referrals. Many clients tell us they value the clarity of our planning process, the personal relationship with a consistent team, and the confidence that comes from referring people they care about to an independently owned firm, not a large institution.
Families also appreciate being part of an active, supportive community built around learning, connection, and thoughtful guidance through retirement.
What sets us apart:
- Independently owned, fiduciary-minded guidance
- Founded in 1990
- Planning-first approach
- In-house investment research
- Colorado-based team
- Workshops, education, and community events
- Welcoming second opinions
Meet Your Team
The strength of Townsend has always been its people. Our experienced, collaborative team brings deep expertise, careful listening, and a shared commitment to acting in our clients’ best interests while providing steady, thoughtful guidance through life’s financial decisions.
Start the Conversation
Whether you are nearing retirement, already in your next phase of life, or simply want a clearer plan, we are here to help.