We are dedicated to helping our clients achieve their retirement goals through sound financial planning and successful investment management.
Why Townsend?
We Provide Comprehensive Retirement Planning
Our plans are completely objective, clear and easy to understand. Your plan will encompass your assets, debt service, taxes, estate planning, social security, pensions and insurances. Most importantly, your plan will focus on your personal goals and objectives.
We are Fiduciaries
Our fee structure is totally transparent, and we freely share it with you. Any potential conflict of interest is disclosed prior to your making any decision. Bottom line: Our fundamental commitment is to you and your financial well-being.
Annual Financial Plan Updates and Reviews
We encourage that you meet with us annually to review and update your plan annually to help review your retirement status and give you an updated understanding of your retirement outlook.
Quarterly Newsletters
We keep our clients informed of current issues and topics within the financial landscape.
Educational Client Conferences and Classes
Our educational conferences and classes are provided to help educate clients in various areas that pertain to retirement planning.
Regular Contact
We reach out to our clients throughout the year to see if they have questions or concerns. In addition, we remain available and encourage clients to contact us if we can be of service.
Sound Investment Philosophy
While every situation is unique, we believe that a discipline approach to investment management is the key to financial success.
Online Performance Reports
We provide our clients with a consolidated performance report, which will help you understand how you are invested and how your portfolio is performing.
Help With Your 401(k) Allocations
Our “24/7 (401K) Advantage” tool will help guide you throughout your employment by providing custom and up-to-date allocation recommendations.
Income Strategies
Our planning offers many choices designed to pursue predictable income for the duration of your life.
Professional Team
Our All-Star Team is knowledgeable, friendly, professional and passionate about providing our clients with a First Class Retirement Experience.
Honesty and Integrity
We will always be forthright and tell you what you need to hear; although it may not necessarily be what you want to hear.
The Financial Planning Process
Townsend is a wealth management firm dedicated to helping our clients achieve their retirement goals through sound financial planning and successful investment management.
By having a clearly stated set of values and processes that Townsend employs for each individual, our certified financial advisors are able to put together individualized plans that meet the retirement needs for each client, as no two clients are alike.
Whether you are already a client or an individual looking for financial planning guidance as you consider your future, with Townsend you can expect to receive a first-class experience.
The Townsend Logo
Why did we choose the eagle to represent Townsend? An eagle symbolizes new beginnings and life changes along with the strength and resilience to endure difficult times, while having the courage to look ahead. An eagle stands for honest and truthful principles while inspiring to reach the highest standards.
— Jeff Townsend, President and Founder
Townsend is one of Colorado’s leading retirement planning and investment management firms. Founded in 1990, we focus primarily on helping those who are 50 years old and beyond who are seeking retirement planning. We are dedicated to the prudent stewardship of our clients’ wealth through our active portfolio management strategy together with the highest level of personalized client service.
The founder and president, Jeffery E. Townsend, has built the company into a comprehensive retirement planning firm providing the service and expertise people deserve.
We are dedicated to helping our clients pursue a first-class retirement. It is our belief that planning well leads to retiring well.