Refer A Friend to Townsend Alternate Note

Friends Helping Friends

We apologize that we couldn’t automatically open up your email client.

Please copy and paste the email below and send to your friend:

Hello Friend,

I hope this message finds you well! I wanted to take a moment to share something that I think might be of interest to you.

I’ve been working with a financial advisor for some time now as they’ve provided guidance with managing my finances, investments, and planning for the future. They take a personalized approach to financial planning, tailoring their advice to individual situations.

I thought it might be worth recommending Townsend to you. If you’re looking for help with things like saving, retirement planning, or just getting advice on your finances, their approach might be a good fit for your needs.

If you’re interested feel free to reach out to me or if you’d rather contact them directly their number is (303) 452-5986.

Sincerely,

[Your Name]

PS – This might also be of interest to you. It’s a guide called ‘The 7 Threats to a Successful Retirement’ and has great information on what to be mindful of when entering into retirement: https://townsendretirement.com/The-7-Threats-to-a-Successful-Retirement.pdf